JACOBS & CO/CA: DTEGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBS & CO/CA on DTEGY, newest first. How the timeline and the estimate are built.

JACOBS & CO/CA held 147,659 DTEGY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 147,659 shares
Change vs previous 13F +210 shares
0.38% of the 13F portfolio, value $4,364,000.
13F-HR 0001055544-26-000005 filed by JACOBS & CO/CA
Accepted 2026-10-09 18:29:12 UTC, ingested 2026-10-09 18:30:04 UTC
period ended2026-06-30
13F 147,449 shares
Change vs previous 13F -16,580 shares
0.34% of the 13F portfolio, value $4,022,000.
13F-HR 0001055544-26-000003 filed by JACOBS & CO/CA
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 164,029 shares
Change vs previous 13F +4,020 shares
0.6% of the 13F portfolio, value $6,082,000.
13F-HR 0001055544-26-000002 filed by JACOBS & CO/CA
Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 160,009 shares
Change vs previous 13F -2,675 shares
0.49% of the 13F portfolio, value $5,232,000.
13F-HR 0001055544-26-000001 filed by JACOBS & CO/CA
Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 162,684 shares
Change vs previous 13F -2,080 shares
0.53% of the 13F portfolio, value $5,555,000.
13F-HR 0001055544-25-000007 filed by JACOBS & CO/CA
Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 164,764 shares
Change vs previous 13F -16,805 shares
0.6% of the 13F portfolio, value $6,028,000.
13F-HR 0001055544-25-000003 filed by JACOBS & CO/CA
Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 181,569 shares
Change vs previous 13F -9,155 shares
0.72% of the 13F portfolio, value $6,730,000.
13F-HR 0001055544-25-000002 filed by JACOBS & CO/CA
Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 190,724 shares
Change vs previous 13F not available
0.58% of the 13F portfolio, value $5,693,000.
13F-HR 0001055544-25-000001 filed by JACOBS & CO/CA
Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).