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Edgemoor Investment Advisors, Inc.: JCI position timeline

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

Edgemoor Investment Advisors, Inc. held 183,836 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 183,836 shares
    Change vs previous 13F -682 shares

    1.83% of the 13F portfolio, value $26,860,332.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 184,518 shares
    Change vs previous 13F -219 shares

    1.9% of the 13F portfolio, value $24,162,681.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 184,737 shares
    Change vs previous 13F -2,664 shares

    1.72% of the 13F portfolio, value $22,122,300.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 187,401 shares
    Change vs previous 13F -1,851 shares

    1.59% of the 13F portfolio, value $20,604,781.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 189,252 shares
    Change vs previous 13F -9,335 shares

    1.73% of the 13F portfolio, value $19,988,835.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 198,587 shares
    Change vs previous 13F +910 shares

    1.46% of the 13F portfolio, value $15,908,866.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 197,677 shares
    Change vs previous 13F -979 shares

    1.37% of the 13F portfolio, value $15,602,717.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 198,656 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $15,417,730.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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