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Jacobus Wealth Management, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobus Wealth Management, Inc. on SPY, newest first. How the timeline and the estimate are built.

Jacobus Wealth Management, Inc. held 80,708 SPY shares at 2017-09-30 per its 13F-HR filed 2017-10-31.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 80,708 shares
    Change vs previous 13F +1,258 shares

    5.31% of the 13F portfolio, value $20,276,000.

    13F-HR 0001140361-17-040251 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-06-30
    13F 79,450 shares
    Change vs previous 13F +1,446 shares

    5.18% of the 13F portfolio, value $19,211,000.

    13F-HR 0001140361-17-031805 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 78,004 shares
    Change vs previous 13F +3,041 shares

    5.15% of the 13F portfolio, value $18,389,000.

    13F-HR 0001140361-17-019254 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-12-31
    13F 74,963 shares
    Change vs previous 13F -4,609 shares

    4.9% of the 13F portfolio, value $16,757,000.

    13F-HR 0001140361-17-004415 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 79,572 shares
    Change vs previous 13F +113 shares

    5.01% of the 13F portfolio, value $17,211,000.

    13F-HR 0001140361-16-085304 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F 79,459 shares
    Change vs previous 13F -78 shares

    5.08% of the 13F portfolio, value $16,645,000.

    13F-HR 0001140361-16-074945 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-03-31
    13F 79,537 shares
    Change vs previous 13F -18,924 shares

    4.78% of the 13F portfolio, value $16,346,000.

    13F-HR 0001140361-16-066615 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-12-31
    13F 98,461 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $20,073,000.

    13F-HR 0001140361-16-050572 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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