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Disclosery

Stonegate Investment Group, LLC: JCI position timeline

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

Stonegate Investment Group, LLC held 27,113 JCI shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,113 shares
    Change vs previous 13F -2,488 shares

    0.07% of the 13F portfolio, value $2,981,107.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 29,601 shares
    Change vs previous 13F -1,150 shares

    0.08% of the 13F portfolio, value $3,126,474.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 30,751 shares
    Change vs previous 13F +124 shares

    0.07% of the 13F portfolio, value $2,463,475.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 30,627 shares
    Change vs previous 13F -1,237 shares

    0.06% of the 13F portfolio, value $2,417,403.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 31,864 shares
    Change vs previous 13F +1,255 shares

    0.07% of the 13F portfolio, value $2,472,976.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 30,609 shares
    Change vs previous 13F +1,119 shares

    0.06% of the 13F portfolio, value $2,034,580.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 29,490 shares
    Change vs previous 13F -2,810 shares

    0.06% of the 13F portfolio, value $1,926,287.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 32,300 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,861,772.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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