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1620 INVESTMENT ADVISORS, INC.: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1620 INVESTMENT ADVISORS, INC. on JCI, newest first. How the timeline and the estimate are built.

1620 INVESTMENT ADVISORS, INC. held 7,867 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,867 shares
    Change vs previous 13F -27 shares

    0.71% of the 13F portfolio, value $1,149,481.

    13F-HR 0001907281-26-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,894 shares
    Change vs previous 13F +60 shares

    0.7% of the 13F portfolio, value $1,033,749.

    13F-HR 0001907281-26-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,834 shares
    Change vs previous 13F -97 shares

    0.63% of the 13F portfolio, value $938,149.

    13F-HR 0001907281-26-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,931 shares
    Change vs previous 13F -148 shares

    0.59% of the 13F portfolio, value $872,039.

    13F-HR 0001907281-25-000007 filed by 1620 INVESTMENT ADVISORS, INC.
    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 8,079 shares
    Change vs previous 13F +150 shares

    0.61% of the 13F portfolio, value $853,328.

    13F-HR 0001907281-25-000004 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,929 shares
    Change vs previous 13F +44 shares

    0.49% of the 13F portfolio, value $635,161.

    13F-HR 0001907281-25-000002 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,885 shares
    Change vs previous 13F -25 shares

    0.47% of the 13F portfolio, value $622,332.

    13F-HR 0001907281-25-000001 filed by 1620 INVESTMENT ADVISORS, INC.
    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 7,910 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $613,865.

    13F-HR 0001907281-24-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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