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Jacobi Capital Management LLC: STZ position timeline

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

Jacobi Capital Management LLC held 11,021 STZ 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 11,021 shares
    Change vs previous 13F -338 shares

    0.07% of the 13F portfolio, value $1,532,938.

    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 11,359 shares
    Change vs previous 13F +223 shares

    0.1% of the 13F portfolio, value $1,703,781.

    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 11,136 shares
    Change vs previous 13F +188 shares

    0.09% of the 13F portfolio, value $1,536,320.

    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 10,948 shares
    Change vs previous 13F +2,263 shares

    0.09% of the 13F portfolio, value $1,474,402.

    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 8,685 shares
    Change vs previous 13F +1,937 shares

    0.09% of the 13F portfolio, value $1,412,841.

    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 6,748 shares
    Change vs previous 13F +395 shares

    0.09% of the 13F portfolio, value $1,238,336.

    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 6,353 shares
    Change vs previous 13F +101 shares

    0.1% of the 13F portfolio, value $1,404,062.

    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 6,252 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,611,061.

    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).