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Jacobi Capital Management LLC: XLE position timeline

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

Jacobi Capital Management LLC held 33,260 XLE 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 33,260 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $1,766,437.

    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 33,172 shares
    Change vs previous 13F +1,060 shares

    0.11% of the 13F portfolio, value $2,032,137.

    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 32,112 shares
    Change vs previous 13F +15,696 shares

    0.08% of the 13F portfolio, value $1,435,720.

    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 16,416 shares
    Change vs previous 13F +499 shares

    0.09% of the 13F portfolio, value $1,466,615.

    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 15,917 shares
    Change vs previous 13F -867 shares

    0.09% of the 13F portfolio, value $1,349,891.

    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 16,784 shares
    Change vs previous 13F -146 shares

    0.12% of the 13F portfolio, value $1,568,462.

    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 16,930 shares
    Change vs previous 13F +986 shares

    0.11% of the 13F portfolio, value $1,450,225.

    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 15,944 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,399,864.

    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).