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Whitaker-Myers Wealth Managers, LTD.: JCI position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 12,696 JCI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,696 shares
    Change vs previous 13F -4,111 shares

    0.31% of the 13F portfolio, value $1,887,189.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,807 shares
    Change vs previous 13F +2,483 shares

    0.41% of the 13F portfolio, value $2,455,677.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,324 shares
    Change vs previous 13F +1,226 shares

    0.37% of the 13F portfolio, value $1,875,710.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,098 shares
    Change vs previous 13F +5,650 shares

    0.33% of the 13F portfolio, value $1,568,521.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,448 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $818,908.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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