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Orion Porfolio Solutions, LLC: JCI position timeline

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

Orion Porfolio Solutions, LLC held 34,609 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,609 shares
    Change vs previous 13F +1,152 shares

    0.04% of the 13F portfolio, value $5,056,684.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 33,457 shares
    Change vs previous 13F -6,424 shares

    0.04% of the 13F portfolio, value $4,381,225.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 39,881 shares
    Change vs previous 13F +2,474 shares

    0.04% of the 13F portfolio, value $4,775,634.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 37,407 shares
    Change vs previous 13F +4,328 shares

    0.03% of the 13F portfolio, value $4,112,877.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 33,079 shares
    Change vs previous 13F +294 shares

    0.03% of the 13F portfolio, value $3,493,792.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 32,785 shares
    Change vs previous 13F +2,724 shares

    0.03% of the 13F portfolio, value $2,626,424.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 30,061 shares
    Change vs previous 13F +700 shares

    0.02% of the 13F portfolio, value $2,372,710.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 29,361 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,278,723.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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