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Disclosery

Fiduciary Group, LLC: JCI position timeline

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

Fiduciary Group, LLC held 11,926 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 11,926 shares
    Change vs previous 13F -371 shares

    0.14% of the 13F portfolio, value $1,742,522.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 12,297 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $1,610,277.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 12,283 shares
    Change vs previous 13F -794 shares

    0.12% of the 13F portfolio, value $1,470,843.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 13,077 shares
    Change vs previous 13F +294 shares

    0.13% of the 13F portfolio, value $1,437,853.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 12,783 shares
    Change vs previous 13F +402 shares

    0.13% of the 13F portfolio, value $1,350,148.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 12,381 shares
    Change vs previous 13F +1,956 shares

    0.1% of the 13F portfolio, value $991,818.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 10,425 shares
    Change vs previous 13F +1,117 shares

    0.08% of the 13F portfolio, value $822,874.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 9,308 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $722,394.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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