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USA FINANCIAL FORMULAS: JCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USA FINANCIAL FORMULAS on JCI, newest first. How the timeline and the estimate are built.

USA FINANCIAL FORMULAS held 6,286 JCI shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 6,286 shares
    Change vs previous 13F -1,222 shares

    0.16% of the 13F portfolio, value $823,152.

    13F-HR 0001633716-26-000005 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,508 shares
    Change vs previous 13F -3,601 shares

    0.16% of the 13F portfolio, value $899,083.

    13F-HR 0001633716-26-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,109 shares
    Change vs previous 13F -2,580 shares

    0.22% of the 13F portfolio, value $1,221,435.

    13F-HR 0001633716-25-000006 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 13,689 shares
    Change vs previous 13F +10,758 shares

    0.25% of the 13F portfolio, value $1,445,832.

    13F-HR 0001633716-25-000004 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,931 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $234,802.

    13F-HR 0001633716-25-000003 filed by USA FINANCIAL FORMULAS
    Filed (acceptance time not in the bulk data set), ingested

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