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LeConte Wealth Management, LLC: JCI position timeline

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

LeConte Wealth Management, LLC held 1,908 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,908 shares
    Change vs previous 13F -202 shares

    0.15% of the 13F portfolio, value $278,778.

    13F-HR 0001172661-26-003153 filed by LeConte Wealth Management, 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 2,110 shares
    Change vs previous 13F +75 shares

    0.18% of the 13F portfolio, value $276,305.

    13F-HR 0001172661-26-001702 filed by LeConte Wealth Management, 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 2,035 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $243,691.

    13F-HR 0001172661-26-000199 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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