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Jacobi Capital Management LLC: SPBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on SPBO, newest first. How the timeline and the estimate are built.

Jacobi Capital Management LLC held 231,662 SPBO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,662 shares
    Change vs previous 13F +30,206 shares

    0.33% of the 13F portfolio, value $6,727,495.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 201,456 shares
    Change vs previous 13F +25,153 shares

    0.33% of the 13F portfolio, value $5,848,278.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 176,303 shares
    Change vs previous 13F +7,582 shares

    0.3% of the 13F portfolio, value $5,172,731.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 168,721 shares
    Change vs previous 13F +27,822 shares

    0.3% of the 13F portfolio, value $4,999,223.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 140,899 shares
    Change vs previous 13F +19,129 shares

    0.27% of the 13F portfolio, value $4,117,041.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,770 shares
    Change vs previous 13F +6,558 shares

    0.26% of the 13F portfolio, value $3,534,978.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 115,212 shares
    Change vs previous 13F +12,845 shares

    0.25% of the 13F portfolio, value $3,299,677.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 102,367 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,074,077.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).