Jacobi Capital Management LLC: XLK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on XLK, newest first. How the timeline and the estimate are built.
Jacobi Capital Management LLC held 7,839 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 7,839 sharesChange vs previous 13F -1,920 shares
0.07% of the 13F portfolio, value $1,493,467.
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 9,759 sharesChange vs previous 13F +558 shares
0.07% of the 13F portfolio, value $1,297,012.
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 9,201 sharesChange vs previous 13F +1,633 shares
0.08% of the 13F portfolio, value $1,324,597.
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 7,568 sharesChange vs previous 13F +107 shares
0.13% of the 13F portfolio, value $2,133,091.
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 7,461 sharesChange vs previous 13F -566 shares
0.13% of the 13F portfolio, value $1,889,357.
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 8,027 sharesChange vs previous 13F +1,159 shares
0.12% of the 13F portfolio, value $1,657,483.
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 6,868 sharesChange vs previous 13F -118 shares
0.12% of the 13F portfolio, value $1,597,007.
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 6,986 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $1,577,147.
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).