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Beacon Pointe Advisors, LLC: JCI position timeline

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

Beacon Pointe Advisors, LLC held 24,216 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,216 shares
    Change vs previous 13F -506 shares

    0.02% of the 13F portfolio, value $3,538,158.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 24,722 shares
    Change vs previous 13F -924 shares

    0.02% of the 13F portfolio, value $3,237,358.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 25,646 shares
    Change vs previous 13F +15,541 shares

    0.02% of the 13F portfolio, value $3,071,104.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 10,105 shares
    Change vs previous 13F +4,067 shares

    0.01% of the 13F portfolio, value $1,111,033.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 6,038 shares
    Change vs previous 13F -1,355 shares

    0.01% of the 13F portfolio, value $637,734.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 7,393 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $592,253.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,144 shares
    Change vs previous 13F -5,243 shares

    0.01% of the 13F portfolio, value $484,946.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $883,745.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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