Skip to content
Disclosery

ITHAKA GROUP LLC: JCI position timeline

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

ITHAKA GROUP LLC held 38,139 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 38,139 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $5,572,489.

    13F-HR 0001104659-26-093794 filed by ITHAKA 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 38,139 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $4,994,302.

    13F-HR 0001104659-26-059088 filed by ITHAKA 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 38,139 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $4,567,145.

    13F-HR 0001104659-26-012519 filed by ITHAKA 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 38,139 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $4,193,383.

    13F-HR 0001104659-25-109736 filed by ITHAKA 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 38,139 shares
    Change vs previous 13F +1,641 shares

    0.69% of the 13F portfolio, value $4,028,241.

    13F-HR 0001104659-25-076721 filed by ITHAKA 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 36,498 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,923,855.

    13F-HR 0001104659-25-046665 filed by ITHAKA 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 36,498 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,880,787.

    13F-HR 0001104659-25-010799 filed by ITHAKA 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 36,498 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,832,610.

    13F-HR 0001104659-24-116524 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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