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Disclosery

IEQ CAPITAL, LLC: JCI position timeline

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

IEQ CAPITAL, LLC held 265,948 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,948 shares
    Change vs previous 13F -14,687 shares

    0.18% of the 13F portfolio, value $38,857,745.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 280,635 shares
    Change vs previous 13F +78,672 shares

    0.17% of the 13F portfolio, value $36,749,211.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 201,963 shares
    Change vs previous 13F -6,740 shares

    0.07% of the 13F portfolio, value $24,185,048.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 208,703 shares
    Change vs previous 13F -6,242 shares

    0.07% of the 13F portfolio, value $22,946,935.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 214,945 shares
    Change vs previous 13F +67,751 shares

    0.14% of the 13F portfolio, value $22,702,564.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 147,194 shares
    Change vs previous 13F +117,167 shares

    0.09% of the 13F portfolio, value $11,791,699.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 30,027 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $2,370,014.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 29,911 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,321,422.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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