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Jacobs Equity LLC: XLF position timeline

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

Jacobs Equity LLC held 35,531 XLF shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,531 shares
    Change vs previous 13F +3,716 shares

    1.32% of the 13F portfolio, value $1,904,817.

    13F-HR 0002111761-26-000004 filed by Jacobs Equity 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 31,815 shares
    Change vs previous 13F -2,217 shares

    1.48% of the 13F portfolio, value $1,649,307.

    13F-HR 0002111761-26-000003 filed by Jacobs Equity 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 34,032 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,863,933.

    13F-HR 0002111761-26-000001 filed by Jacobs Equity LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).