Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: JCI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 112,546 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,546 shares
    Change vs previous 13F +12,535 shares

    0.03% of the 13F portfolio, value $16,444,136.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 100,011 shares
    Change vs previous 13F +7,131 shares

    0.02% of the 13F portfolio, value $13,095,105.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 92,880 shares
    Change vs previous 13F +3,523 shares

    0.02% of the 13F portfolio, value $11,122,382.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 89,357 shares
    Change vs previous 13F +2,526 shares

    0.02% of the 13F portfolio, value $9,824,808.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 86,831 shares
    Change vs previous 13F +5,062 shares

    0.02% of the 13F portfolio, value $9,171,124.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 81,769 shares
    Change vs previous 13F +8,985 shares

    0.02% of the 13F portfolio, value $6,550,508.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 72,784 shares
    Change vs previous 13F +2,461 shares

    0.02% of the 13F portfolio, value $5,744,874.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 70,323 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,457,771.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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