Jacobi Capital Management LLC: SHEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on SHEL, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 3,933 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 3,933 sharesChange vs previous 13F +19 shares
0.01% of the 13F portfolio, value $304,955.
13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,914 sharesChange vs previous 13F -72 shares
0.02% of the 13F portfolio, value $364,036.
13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,986 sharesChange vs previous 13F -279 shares
0.02% of the 13F portfolio, value $292,915.
13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,265 sharesChange vs previous 13F +287 shares
0.02% of the 13F portfolio, value $305,066.
13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,978 sharesChange vs previous 13F -1,817 shares
0.02% of the 13F portfolio, value $280,072.
13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,795 sharesChange vs previous 13F -620 shares
0.03% of the 13F portfolio, value $424,686.
13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,415 sharesChange vs previous 13F -163 shares
0.03% of the 13F portfolio, value $401,917.
13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,578 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $433,829.
13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).