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Jacobi Capital Management LLC: XLV position timeline

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

Jacobi Capital Management LLC held 25,256 XLV 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 25,256 shares
    Change vs previous 13F +1,163 shares

    0.2% of the 13F portfolio, value $4,007,090.

    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 24,093 shares
    Change vs previous 13F +1,908 shares

    0.2% of the 13F portfolio, value $3,532,226.

    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 22,185 shares
    Change vs previous 13F +6,747 shares

    0.2% of the 13F portfolio, value $3,434,232.

    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 15,438 shares
    Change vs previous 13F +152 shares

    0.13% of the 13F portfolio, value $2,148,536.

    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 15,286 shares
    Change vs previous 13F +210 shares

    0.14% of the 13F portfolio, value $2,060,465.

    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 15,076 shares
    Change vs previous 13F -3,748 shares

    0.16% of the 13F portfolio, value $2,201,297.

    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 18,824 shares
    Change vs previous 13F +652 shares

    0.19% of the 13F portfolio, value $2,589,579.

    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 18,172 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,798,767.

    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).