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Vestmark Advisory Solutions, Inc.: JCI position timeline

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

Vestmark Advisory Solutions, Inc. held 60,265 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,265 shares
    Change vs previous 13F -14,209 shares

    0.08% of the 13F portfolio, value $8,805,286.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 74,474 shares
    Change vs previous 13F +25,674 shares

    0.11% of the 13F portfolio, value $9,752,515.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 48,800 shares
    Change vs previous 13F +29,680 shares

    0.08% of the 13F portfolio, value $5,843,811.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 19,120 shares
    Change vs previous 13F +7,918 shares

    0.04% of the 13F portfolio, value $2,102,244.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 11,202 shares
    Change vs previous 13F -1,004 shares

    0.02% of the 13F portfolio, value $1,183,156.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 12,206 shares
    Change vs previous 13F +5,215 shares

    0.03% of the 13F portfolio, value $977,822.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 6,991 shares
    Change vs previous 13F +459 shares

    0.02% of the 13F portfolio, value $551,800.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 6,532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $506,949.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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