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Independent Advisor Alliance: JCI position timeline

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

Independent Advisor Alliance held 17,573 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,573 shares
    Change vs previous 13F -6,668 shares

    0.06% of the 13F portfolio, value $2,567,636.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 24,241 shares
    Change vs previous 13F -2,902 shares

    0.03% of the 13F portfolio, value $3,174,314.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 27,143 shares
    Change vs previous 13F -1,319 shares

    0.08% of the 13F portfolio, value $3,250,331.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 28,462 shares
    Change vs previous 13F +6,622 shares

    0.08% of the 13F portfolio, value $3,129,387.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 21,840 shares
    Change vs previous 13F +11,483 shares

    0.07% of the 13F portfolio, value $2,306,730.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 10,357 shares
    Change vs previous 13F +1,903 shares

    0.03% of the 13F portfolio, value $829,699.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 8,454 shares
    Change vs previous 13F +2,725 shares

    0.01% of the 13F portfolio, value $667,276.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 5,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $444,634.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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