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Disclosery

Segment Wealth Management, LLC: JCI position timeline

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

Segment Wealth Management, LLC held 1,755 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,755 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $256,423.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 1,781 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $233,222.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, 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 1,729 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,048.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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