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Disclosery

CWC Advisors, LLC.: JCI position timeline

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

CWC Advisors, LLC. held 10,060 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,060 shares
    Change vs previous 13F -278 shares

    0.65% of the 13F portfolio, value $1,469,867.

    13F-HR 0001941040-26-000433 filed by CWC 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 10,338 shares
    Change vs previous 13F -61 shares

    0.64% of the 13F portfolio, value $1,353,761.

    13F-HR 0001941040-26-000223 filed by CWC 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 10,399 shares
    Change vs previous 13F -122 shares

    0.6% of the 13F portfolio, value $1,245,280.

    13F-HR 0001941040-26-000043 filed by CWC 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 10,521 shares
    Change vs previous 13F -45 shares

    0.57% of the 13F portfolio, value $1,156,784.

    13F-HR 0001941040-25-000544 filed by CWC 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 10,566 shares
    Change vs previous 13F -521 shares

    0.58% of the 13F portfolio, value $1,115,981.

    13F-HR 0001941040-25-000345 filed by CWC 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 11,087 shares
    Change vs previous 13F -221 shares

    0.51% of the 13F portfolio, value $888,180.

    13F-HR 0001941040-25-000232 filed by CWC 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 11,308 shares
    Change vs previous 13F -180 shares

    0.89% of the 13F portfolio, value $892,540.

    13F-HR 0001520683-25-000001 filed by CWC 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 11,488 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $891,584.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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