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B. Riley Wealth Advisors, Inc.: JCI position timeline

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

B. Riley Wealth Advisors, Inc. held 18,414 JCI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,414 shares
    Change vs previous 13F +1,808 shares

    0.11% of the 13F portfolio, value $2,737,205.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,606 shares
    Change vs previous 13F +194 shares

    0.13% of the 13F portfolio, value $2,332,593.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth 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 ended2026-03-31
    13F 16,412 shares
    Change vs previous 13F -1,251 shares

    0.13% of the 13F portfolio, value $2,077,488.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth 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 ended2025-12-31
    13F 17,663 shares
    Change vs previous 13F +660 shares

    0.1% of the 13F portfolio, value $2,115,137.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth 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 ended2025-09-30
    13F 17,003 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,869,490.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth 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 ended2025-06-30
    13F 17,003 shares
    Change vs previous 13F -2,198 shares

    0.09% of the 13F portfolio, value $1,795,827.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth 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 ended2025-03-31
    13F 19,201 shares
    Change vs previous 13F -1,239 shares

    0.05% of the 13F portfolio, value $1,538,218.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth 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 ended2024-12-31
    13F 20,440 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,620,844.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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