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Atria Wealth Solutions, Inc.: JCI position timeline

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

Atria Wealth Solutions, Inc. held 12,830 JCI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,830 shares
    Change vs previous 13F -16,457 shares

    0.03% of the 13F portfolio, value $1,360,025.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 29,287 shares
    Change vs previous 13F +1,184 shares

    0.03% of the 13F portfolio, value $2,351,306.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 28,103 shares
    Change vs previous 13F +3,933 shares

    0.02% of the 13F portfolio, value $2,223,290.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 24,170 shares
    Change vs previous 13F +331 shares

    0.02% of the 13F portfolio, value $1,880,812.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 23,839 shares
    Change vs previous 13F +7,899 shares

    0.02% of the 13F portfolio, value $1,589,272.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 15,940 shares
    Change vs previous 13F -155 shares

    0.01% of the 13F portfolio, value $1,045,818.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 16,095 shares
    Change vs previous 13F -3,553 shares

    0.01% of the 13F portfolio, value $929,434.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 19,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,047,054.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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