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Sequoia Financial Advisors, LLC: JCI position timeline

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

Sequoia Financial Advisors, LLC held 37,970 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,970 shares
    Change vs previous 13F +5,650 shares

    0.03% of the 13F portfolio, value $5,547,768.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, 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 32,320 shares
    Change vs previous 13F +1,044 shares

    0.02% of the 13F portfolio, value $4,232,267.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, 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 31,276 shares
    Change vs previous 13F +6,596 shares

    0.02% of the 13F portfolio, value $3,745,353.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, 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 24,680 shares
    Change vs previous 13F +824 shares

    0.02% of the 13F portfolio, value $2,713,620.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, 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 23,856 shares
    Change vs previous 13F -158,555 shares

    0.02% of the 13F portfolio, value $2,519,686.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, 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/A 182,411 shares
    Change vs previous 13F -22,136 shares

    0.11% of the 13F portfolio, value $14,612,974.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, 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/A 204,547 shares
    Change vs previous 13F -15,663 shares

    0.16% of the 13F portfolio, value $16,144,902.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, 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 220,210 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $17,090,461.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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