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Forvis Mazars Wealth Advisors, LLC: JCI position timeline

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

Forvis Mazars Wealth Advisors, LLC held 4,261 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 4,261 shares
    Change vs previous 13F +1,097 shares

    0.01% of the 13F portfolio, value $622,575.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth 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 3,164 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $414,326.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth 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 2,868 shares
    Change vs previous 13F +1,030 shares

    0.01% of the 13F portfolio, value $343,443.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth 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 1,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,089.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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