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Disclosery

Dakota Wealth Management: JCI position timeline

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

Dakota Wealth Management held 57,601 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,601 shares
    Change vs previous 13F +7,460 shares

    0.16% of the 13F portfolio, value $8,417,337.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 50,141 shares
    Change vs previous 13F +11,734 shares

    0.14% of the 13F portfolio, value $6,567,183.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 38,407 shares
    Change vs previous 13F +9,201 shares

    0.08% of the 13F portfolio, value $4,600,425.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 29,206 shares
    Change vs previous 13F +10,842 shares

    0.06% of the 13F portfolio, value $3,212,161.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 18,364 shares
    Change vs previous 13F +2,702 shares

    0.04% of the 13F portfolio, value $1,940,255.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 15,662 shares
    Change vs previous 13F +12,815 shares

    0.03% of the 13F portfolio, value $1,254,994.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 2,847 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $224,714.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 2,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,335.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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