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Disclosery

Smith Salley Wealth Management: JCI position timeline

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

Smith Salley Wealth Management held 18,509 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,509 shares
    Change vs previous 13F +1,032 shares

    0.12% of the 13F portfolio, value $2,704,420.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 17,477 shares
    Change vs previous 13F +919 shares

    0.12% of the 13F portfolio, value $2,288,592.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 16,558 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,982,821.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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