Skip to content
Disclosery

NewEdge Wealth, LLC: JCI position timeline

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

NewEdge Wealth, LLC held 18,568 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,568 shares
    Change vs previous 13F +775 shares

    0.03% of the 13F portfolio, value $2,712,935.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 17,793 shares
    Change vs previous 13F -2,377 shares

    0.03% of the 13F portfolio, value $2,329,932.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 20,170 shares
    Change vs previous 13F +4,840 shares

    0.03% of the 13F portfolio, value $2,415,330.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 15,330 shares
    Change vs previous 13F +7,023 shares

    0.03% of the 13F portfolio, value $1,852,776.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 8,307 shares
    Change vs previous 13F +251 shares

    0.01% of the 13F portfolio, value $866,524.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 8,056 shares
    Change vs previous 13F -398 shares

    0.01% of the 13F portfolio, value $645,350.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 8,454 shares
    Change vs previous 13F +460 shares

    0.01% of the 13F portfolio, value $667,274.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 7,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $620,414.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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