Jacobus Wealth Management, Inc.: ZION position timeline

Jacobus Wealth Management, Inc. held 0 ZION shares at 2016-12-31 per its 13F-HR filed 2017-02-03.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 0 shares

   Change vs previous 13F -4,600 shares

   13F-HR 0001140361-17-004415 filed by Jacobus Wealth Management, Inc.
   Filed 2017-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2016-09-30

   13F 4,600 shares

   Change vs previous 13F +500 shares

   0.04% of the 13F portfolio, value $143,000.

   13F-HR 0001140361-16-085304 filed by Jacobus Wealth Management, Inc.
   Filed 2016-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

3. period ended2016-06-30

   13F 4,100 shares

   Change vs previous 13F -870 shares

   0.03% of the 13F portfolio, value $103,000.

   13F-HR 0001140361-16-074945 filed by Jacobus Wealth Management, Inc.
   Filed 2016-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

4. period ended2016-03-31

   13F 4,970 shares

   Change vs previous 13F +600 shares

   0.04% of the 13F portfolio, value $120,000.

   13F-HR 0001140361-16-066615 filed by Jacobus Wealth Management, Inc.
   Filed 2016-05-23 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

5. period ended2015-12-31

   13F 4,370 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $119,000.

   13F-HR 0001140361-16-050572 filed by Jacobus Wealth Management, Inc.
   Filed 2016-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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