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Waverly Advisors, LLC: JCI position timeline

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

Waverly Advisors, LLC held 15,555 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 15,555 shares
    Change vs previous 13F +1,649 shares

    0.01% of the 13F portfolio, value $2,272,681.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 13,906 shares
    Change vs previous 13F +2,305 shares

    0.01% of the 13F portfolio, value $1,820,938.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 11,601 shares
    Change vs previous 13F +1,513 shares

    0.01% of the 13F portfolio, value $1,389,171.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 10,088 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $1,109,131.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 10,050 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $1,061,438.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 9,455 shares
    Change vs previous 13F -498 shares

    0.01% of the 13F portfolio, value $757,407.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 9,953 shares
    Change vs previous 13F +6,602 shares

    0.01% of the 13F portfolio, value $785,590.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 3,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,071.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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