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Essential Partners LLC: JCI position timeline

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

Essential Partners LLC held 3,425 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,425 shares
    Change vs previous 13F -8,819 shares

    0.23% of the 13F portfolio, value $500,427.

    13F-HR 0002136442-26-000008 filed by Essential Partners 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 12,244 shares
    Change vs previous 13F +186 shares

    0.54% of the 13F portfolio, value $1,603,352.

    13F-HR 0002136442-26-000001 filed by Essential Partners 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 12,058 shares
    Change vs previous 13F +12 shares

    0.44% of the 13F portfolio, value $1,443,946.

    13F-HR 0002136442-26-000002 filed by Essential Partners 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 12,046 shares
    Change vs previous 13F +35 shares

    0.44% of the 13F portfolio, value $1,324,458.

    13F-HR 0002136442-26-000003 filed by Essential Partners 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 12,011 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,268,602.

    13F-HR 0002136442-26-000004 filed by Essential Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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