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Disclosery

NewEdge Advisors, LLC: JCI position timeline

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

NewEdge Advisors, LLC held 133,595 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 133,595 shares
    Change vs previous 13F -16,600 shares

    0.06% of the 13F portfolio, value $19,519,564.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 150,195 shares
    Change vs previous 13F -4,921 shares

    0.07% of the 13F portfolio, value $19,667,953.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 155,116 shares
    Change vs previous 13F +31,212 shares

    0.07% of the 13F portfolio, value $18,575,158.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 123,904 shares
    Change vs previous 13F -8,175 shares

    0.06% of the 13F portfolio, value $13,623,208.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 132,079 shares
    Change vs previous 13F +480 shares

    0.07% of the 13F portfolio, value $13,950,227.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 131,599 shares
    Change vs previous 13F +4,823 shares

    0.06% of the 13F portfolio, value $10,542,453.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 126,776 shares
    Change vs previous 13F +17,370 shares

    0.06% of the 13F portfolio, value $10,006,395.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 109,406 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,491,038.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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