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Jacobi Capital Management LLC: SPTM position timeline

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

Jacobi Capital Management LLC held 372,511 SPTM 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 372,511 shares
    Change vs previous 13F +9,006 shares

    1.65% of the 13F portfolio, value $33,820,187.

    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 363,505 shares
    Change vs previous 13F +15,328 shares

    1.61% of the 13F portfolio, value $28,738,726.

    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 348,177 shares
    Change vs previous 13F +90,014 shares

    1.66% of the 13F portfolio, value $28,724,613.

    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 258,163 shares
    Change vs previous 13F -82,575 shares

    1.27% of the 13F portfolio, value $20,820,787.

    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 340,738 shares
    Change vs previous 13F -46,612 shares

    1.69% of the 13F portfolio, value $25,517,860.

    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 387,350 shares
    Change vs previous 13F +148,518 shares

    1.94% of the 13F portfolio, value $26,343,645.

    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 238,832 shares
    Change vs previous 13F -80,728 shares

    1.27% of the 13F portfolio, value $17,059,704.

    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 319,560 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $22,388,350.

    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).