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Cascadia Advisory Services, LLC: JCI position timeline

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

Cascadia Advisory Services, LLC held 6,710 JCI shares at 2021-09-30 per its 13F-HR filed 2021-11-12.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 6,710 shares
    Change vs previous 13F -8,846 shares

    0.09% of the 13F portfolio, value $457,000.

    13F-HR 0001800724-21-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 15,556 shares
    Change vs previous 13F -3,518 shares

    0.23% of the 13F portfolio, value $1,068,000.

    13F-HR 0001800724-21-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 19,074 shares
    Change vs previous 13F -4,654 shares

    0.25% of the 13F portfolio, value $1,138,000.

    13F-HR 0001648101-21-000003 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 23,728 shares
    Change vs previous 13F -44,663 shares

    0.27% of the 13F portfolio, value $969,000.

    13F-HR 0001800724-20-000004 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 68,391 shares
    Change vs previous 13F +20,991 shares

    0.71% of the 13F portfolio, value $2,335,000.

    13F-HR 0001800724-20-000002 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 47,400 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,930,000.

    13F-HR 0001800724-20-000001 filed by Cascadia Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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