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Disclosery

Fulcrum Equity Management: JCI position timeline

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

Fulcrum Equity Management held 2,662 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,662 shares
    Change vs previous 13F -24 shares

    0.31% of the 13F portfolio, value $388,945.

    13F-HR 0001737888-26-000005 filed by Fulcrum Equity 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 2,686 shares
    Change vs previous 13F +35 shares

    0.34% of the 13F portfolio, value $351,732.

    13F-HR 0001737888-26-000004 filed by Fulcrum Equity 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 2,651 shares
    Change vs previous 13F +524 shares

    0.3% of the 13F portfolio, value $317,457.

    13F-HR 0001737888-26-000003 filed by Fulcrum Equity 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 2,127 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $233,864.

    13F-HR 0001737888-26-000001 filed by Fulcrum Equity 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 2,127 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $224,654.

    13F-HR 0001737888-25-000006 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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