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Aprio Wealth Management, LLC: JCI position timeline

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

Aprio Wealth Management, LLC held 7,345 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,345 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $1,073,178.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, LLC
    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 7,340 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $961,173.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, LLC
    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 7,297 shares
    Change vs previous 13F +1,591 shares

    0.05% of the 13F portfolio, value $873,816.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, LLC
    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 5,706 shares
    Change vs previous 13F -211 shares

    0.06% of the 13F portfolio, value $627,375.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, LLC
    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 5,917 shares
    Change vs previous 13F +1,076 shares

    0.07% of the 13F portfolio, value $624,954.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, LLC
    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 4,841 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $387,813.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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