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Jacobi Capital Management LLC: TOTL position timeline

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

Jacobi Capital Management LLC held 54,023 TOTL 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 54,023 shares
    Change vs previous 13F -2,178 shares

    0.1% of the 13F portfolio, value $2,132,279.

    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 56,201 shares
    Change vs previous 13F +228 shares

    0.12% of the 13F portfolio, value $2,232,868.

    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 55,973 shares
    Change vs previous 13F -426 shares

    0.13% of the 13F portfolio, value $2,252,911.

    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 56,399 shares
    Change vs previous 13F -1,746 shares

    0.14% of the 13F portfolio, value $2,288,112.

    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 58,145 shares
    Change vs previous 13F +1,954 shares

    0.15% of the 13F portfolio, value $2,332,203.

    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 56,191 shares
    Change vs previous 13F +3,503 shares

    0.17% of the 13F portfolio, value $2,263,940.

    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 52,688 shares
    Change vs previous 13F +1,176 shares

    0.16% of the 13F portfolio, value $2,075,399.

    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 51,512 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,132,591.

    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).