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Phoenix Wealth Advisors: JCI position timeline

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

Phoenix Wealth Advisors held 17,862 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,862 shares
    Change vs previous 13F -426 shares

    0.88% of the 13F portfolio, value $2,609,849.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 18,288 shares
    Change vs previous 13F -1,032 shares

    0.95% of the 13F portfolio, value $2,394,788.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 19,320 shares
    Change vs previous 13F -40 shares

    0.89% of the 13F portfolio, value $2,313,606.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 19,360 shares
    Change vs previous 13F -11,064 shares

    0.82% of the 13F portfolio, value $2,128,608.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 30,424 shares
    Change vs previous 13F -1,956 shares

    1.35% of the 13F portfolio, value $3,213,387.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 32,380 shares
    Change vs previous 13F -1,167 shares

    1.13% of the 13F portfolio, value $2,593,962.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 33,547 shares
    Change vs previous 13F -1,238 shares

    1.15% of the 13F portfolio, value $2,647,865.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 34,785 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,699,664.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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