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Disclosery

Jacobsen Capital Management: EXR position timeline

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

Jacobsen Capital Management held 38,594 EXR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,594 shares
    Change vs previous 13F +5 shares

    1.64% of the 13F portfolio, value $5,607,663.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 38,589 shares
    Change vs previous 13F -207 shares

    1.71% of the 13F portfolio, value $5,060,130.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    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 38,796 shares
    Change vs previous 13F -14 shares

    1.65% of the 13F portfolio, value $5,051,964.

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    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 38,810 shares
    Change vs previous 13F +8 shares

    1.85% of the 13F portfolio, value $5,469,820.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    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 38,802 shares
    Change vs previous 13F +162 shares

    2.11% of the 13F portfolio, value $5,720,896.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    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 38,640 shares
    Change vs previous 13F -202 shares

    2.49% of the 13F portfolio, value $5,737,725.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    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 38,842 shares
    Change vs previous 13F +1 shares

    2.47% of the 13F portfolio, value $5,810,830.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    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 38,841 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $6,998,833.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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