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Arkadios Wealth Advisors: JCI position timeline

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

Arkadios Wealth Advisors held 20,028 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,028 shares
    Change vs previous 13F -689 shares

    0.04% of the 13F portfolio, value $2,926,310.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 20,717 shares
    Change vs previous 13F +479 shares

    0.04% of the 13F portfolio, value $2,712,922.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 20,238 shares
    Change vs previous 13F +2,509 shares

    0.05% of the 13F portfolio, value $2,423,464.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 17,729 shares
    Change vs previous 13F +9,738 shares

    0.05% of the 13F portfolio, value $1,949,339.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 7,991 shares
    Change vs previous 13F +779 shares

    0.03% of the 13F portfolio, value $844,040.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 7,212 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $577,756.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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