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BEACON INVESTMENT ADVISORY SERVICES, INC.: JCI position timeline

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

BEACON INVESTMENT ADVISORY SERVICES, INC. held 1,002 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 1,002 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $148,948.

    13F-HR 0001654599-26-000005 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,174 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $171,534.

    13F-HR 0001654599-26-000004 filed by BEACON INVESTMENT ADVISORY SERVICES, 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 1,246 shares
    Change vs previous 13F -1,098 shares

    0.01% of the 13F portfolio, value $163,164.

    13F-HR 0001654599-26-000003 filed by BEACON INVESTMENT ADVISORY SERVICES, 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/A 2,344 shares
    Change vs previous 13F -493 shares

    0.01% of the 13F portfolio, value $280,694.

    13F-HR/A 0001654599-26-000002 filed by BEACON INVESTMENT ADVISORY SERVICES, 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 2,837 shares
    Change vs previous 13F -273 shares

    0.01% of the 13F portfolio, value $311,929.

    13F-HR 0001172661-25-004301 filed by BEACON INVESTMENT ADVISORY SERVICES, 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 3,110 shares
    Change vs previous 13F -981 shares

    0.01% of the 13F portfolio, value $328,479.

    13F-HR 0001172661-25-002601 filed by BEACON INVESTMENT ADVISORY SERVICES, 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 4,091 shares
    Change vs previous 13F -2,717 shares

    0.02% of the 13F portfolio, value $327,731.

    13F-HR 0001172661-25-001578 filed by BEACON INVESTMENT ADVISORY SERVICES, 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 6,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $537,356.

    13F-HR 0001172661-25-000266 filed by BEACON INVESTMENT ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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