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OARSMAN CAPITAL, INC.: JCI position timeline

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

OARSMAN CAPITAL, INC. held 31,033 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 31,033 shares
    Change vs previous 13F +395 shares

    0.48% of the 13F portfolio, value $4,534,232.

    13F-HR 0001569667-26-000003 filed by OARSMAN CAPITAL, INC.
    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 30,638 shares
    Change vs previous 13F +1,069 shares

    0.5% of the 13F portfolio, value $4,012,046.

    13F-HR 0001569667-26-000002 filed by OARSMAN CAPITAL, INC.
    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 29,569 shares
    Change vs previous 13F +2,689 shares

    0.46% of the 13F portfolio, value $3,540,888.

    13F-HR 0001569667-26-000001 filed by OARSMAN CAPITAL, INC.
    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 26,880 shares
    Change vs previous 13F +1,314 shares

    0.41% of the 13F portfolio, value $2,955,456.

    13F-HR 0001569667-25-000013 filed by OARSMAN CAPITAL, INC.
    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 25,566 shares
    Change vs previous 13F -100 shares

    0.42% of the 13F portfolio, value $2,700,281.

    13F-HR 0001569667-25-000003 filed by OARSMAN CAPITAL, INC.
    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 25,666 shares
    Change vs previous 13F +1,383 shares

    0.37% of the 13F portfolio, value $2,056,103.

    13F-HR 0001569667-25-000002 filed by OARSMAN CAPITAL, INC.
    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 24,283 shares
    Change vs previous 13F +1,417 shares

    0.33% of the 13F portfolio, value $1,916,657.

    13F-HR 0001569667-25-000001 filed by OARSMAN CAPITAL, INC.
    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 22,866 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,774,630.

    13F-HR 0001569667-24-000005 filed by OARSMAN CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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