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Jacobi Capital Management LLC: VNQ position timeline

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

Jacobi Capital Management LLC held 18,427 VNQ 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 18,427 shares
    Change vs previous 13F -18 shares

    0.09% of the 13F portfolio, value $1,776,955.

    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 18,445 shares
    Change vs previous 13F +5,399 shares

    0.09% of the 13F portfolio, value $1,636,060.

    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 13,046 shares
    Change vs previous 13F -13,601 shares

    0.07% of the 13F portfolio, value $1,154,426.

    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 26,647 shares
    Change vs previous 13F +3,849 shares

    0.15% of the 13F portfolio, value $2,436,071.

    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 22,798 shares
    Change vs previous 13F +2,158 shares

    0.13% of the 13F portfolio, value $2,030,359.

    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 20,640 shares
    Change vs previous 13F +3,228 shares

    0.14% of the 13F portfolio, value $1,868,772.

    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 17,412 shares
    Change vs previous 13F +6,038 shares

    0.12% of the 13F portfolio, value $1,551,045.

    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 11,374 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,108,030.

    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).