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Disclosery

Parcion Private Wealth LLC: JCI position timeline

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

Parcion Private Wealth LLC held 5,221 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,221 shares
    Change vs previous 13F +1,373 shares

    0.04% of the 13F portfolio, value $762,840.

    13F-HR 0001801263-26-000004 filed by Parcion Private 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 3,848 shares
    Change vs previous 13F +497 shares

    0.03% of the 13F portfolio, value $503,896.

    13F-HR 0001801263-26-000003 filed by Parcion Private 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 3,351 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $401,282.

    13F-HR 0001801263-26-000001 filed by Parcion Private 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 3,327 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $365,804.

    13F-HR 0001801263-25-000008 filed by Parcion Private 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 3,176 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $335,449.

    13F-HR 0001801263-25-000007 filed by Parcion Private 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 2,935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $235,123.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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