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Lineweaver Wealth Advisors, LLC: JCI position timeline

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

Lineweaver Wealth Advisors, LLC held 24,000 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 24,000 shares
    Change vs previous 13F +1,010 shares

    0.42% of the 13F portfolio, value $3,506,616.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, 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 22,990 shares
    Change vs previous 13F -1,226 shares

    0.41% of the 13F portfolio, value $3,010,547.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, 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 24,216 shares
    Change vs previous 13F +1,460 shares

    0.4% of the 13F portfolio, value $2,899,889.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, 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 22,756 shares
    Change vs previous 13F +282 shares

    0.37% of the 13F portfolio, value $2,502,043.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, 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 22,474 shares
    Change vs previous 13F -3,143 shares

    0.38% of the 13F portfolio, value $2,373,736.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, 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 25,617 shares
    Change vs previous 13F +1,157 shares

    0.35% of the 13F portfolio, value $2,052,104.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, 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 24,460 shares
    Change vs previous 13F +1,641 shares

    0.36% of the 13F portfolio, value $1,931,393.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, 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 22,819 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,770,967.

    13F-HR 0001085146-24-005136 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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