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Disclosery

Wealth Intelligence, LLC: JCI position timeline

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

Wealth Intelligence, LLC held 27,047 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,047 shares
    Change vs previous 13F -719 shares

    1.84% of the 13F portfolio, value $3,951,837.

    13F-HR 0002112078-26-000003 filed by Wealth Intelligence, 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 27,766 shares
    Change vs previous 13F +95 shares

    1.75% of the 13F portfolio, value $3,635,958.

    13F-HR 0002112078-26-000002 filed by Wealth Intelligence, 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 27,671 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,313,602.

    13F-HR 0002112078-26-000001 filed by Wealth Intelligence, LLC
    Filed (acceptance time not in the bulk data set), ingested

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