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Jacobi Capital Management LLC: SPY position timeline

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

Jacobi Capital Management LLC held 403,068 SPY 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 403,068 shares
    Change vs previous 13F -2,753 shares

    14.72% of the 13F portfolio, value $300,998,975.

    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 405,821 shares
    Change vs previous 13F +29,805 shares

    14.74% of the 13F portfolio, value $263,921,772.

    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 376,016 shares
    Change vs previous 13F +4,551 shares

    14.86% of the 13F portfolio, value $256,412,798.

    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 371,465 shares
    Change vs previous 13F +18,331 shares

    15.07% of the 13F portfolio, value $247,462,084.

    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 353,134 shares
    Change vs previous 13F +20,174 shares

    14.48% of the 13F portfolio, value $218,184,014.

    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 332,960 shares
    Change vs previous 13F -293 shares

    13.74% of the 13F portfolio, value $186,254,153.

    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 333,253 shares
    Change vs previous 13F -19,824 shares

    14.59% of the 13F portfolio, value $195,312,933.

    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 353,077 shares
    Change vs previous 13F not available

    15.31% of the 13F portfolio, value $202,581,938.

    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).