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Jacobi Capital Management LLC: XLF position timeline

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

Jacobi Capital Management LLC held 44,081 XLF 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 44,081 shares
    Change vs previous 13F +1,137 shares

    0.12% of the 13F portfolio, value $2,363,193.

    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 42,944 shares
    Change vs previous 13F +866 shares

    0.12% of the 13F portfolio, value $2,120,127.

    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 42,078 shares
    Change vs previous 13F -9,947 shares

    0.13% of the 13F portfolio, value $2,304,640.

    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 52,025 shares
    Change vs previous 13F +2,335 shares

    0.17% of the 13F portfolio, value $2,802,620.

    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 49,690 shares
    Change vs previous 13F +2,273 shares

    0.17% of the 13F portfolio, value $2,602,268.

    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 47,417 shares
    Change vs previous 13F +9,481 shares

    0.17% of the 13F portfolio, value $2,361,851.

    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 37,936 shares
    Change vs previous 13F +799 shares

    0.14% of the 13F portfolio, value $1,833,430.

    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 37,137 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,683,066.

    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).