Jacobi Capital Management LLC: WEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on WEC, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 2,998 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,998 sharesChange vs previous 13F -21 shares
0.02% of the 13F portfolio, value $350,043.
13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,019 sharesChange vs previous 13F -95 shares
0.02% of the 13F portfolio, value $349,570.
13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,114 sharesChange vs previous 13F +64 shares
0.02% of the 13F portfolio, value $328,367.
13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,050 sharesChange vs previous 13F +5 shares
0.02% of the 13F portfolio, value $349,444.
13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,045 sharesChange vs previous 13F -209 shares
0.02% of the 13F portfolio, value $317,309.
13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,254 sharesChange vs previous 13F +72 shares
0.03% of the 13F portfolio, value $354,669.
13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,182 sharesChange vs previous 13F +334 shares
0.02% of the 13F portfolio, value $299,188.
13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,848 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $273,878.
13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).