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Disclosery

Jacobsen Capital Management: GS position timeline

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

Jacobsen Capital Management held 392 GS 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 392 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $396,457.

    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 372 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $314,708.

    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 371 shares
    Change vs previous 13F +23 shares

    0.11% of the 13F portfolio, value $326,109.

    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 348 shares
    Change vs previous 13F +25 shares

    0.09% of the 13F portfolio, value $277,130.

    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 323 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $228,603.

    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).