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Steward Partners Investment Advisory, LLC: JCI position timeline

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

Steward Partners Investment Advisory, LLC held 204,106 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,106 shares
    Change vs previous 13F +6,407 shares

    0.15% of the 13F portfolio, value $29,821,981.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 197,699 shares
    Change vs previous 13F +58,249 shares

    0.13% of the 13F portfolio, value $25,888,651.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 139,450 shares
    Change vs previous 13F +2,324 shares

    0.09% of the 13F portfolio, value $16,699,157.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 137,126 shares
    Change vs previous 13F -38,628 shares

    0.09% of the 13F portfolio, value $15,077,079.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 175,754 shares
    Change vs previous 13F +7,095 shares

    0.15% of the 13F portfolio, value $18,563,043.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 168,659 shares
    Change vs previous 13F +12,416 shares

    0.12% of the 13F portfolio, value $13,511,268.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 156,243 shares
    Change vs previous 13F +15,054 shares

    0.11% of the 13F portfolio, value $12,332,269.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 141,189 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,957,660.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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