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Ascentis Wealth Management, LLC: JCI position timeline

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

Ascentis Wealth Management, LLC held 2,967 JCI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,967 shares
    Change vs previous 13F -5,329 shares

    0.06% of the 13F portfolio, value $433,486.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 253 shares
    • Ascentis Wealth Management, LLC: 2,714 shares

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

  2. period ended2026-03-31
    13F 8,296 shares
    Change vs previous 13F +1,704 shares

    0.06% of the 13F portfolio, value $1,086,361.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,168 shares
    • Ascentis Wealth Management, LLC: 2,128 shares

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

  3. period ended2025-12-31
    13F 6,592 shares
    Change vs previous 13F +59 shares

    0.08% of the 13F portfolio, value $789,383.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,924 shares
    • Ascentis Wealth Management, LLC: 1,668 shares

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

  4. period ended2025-09-30
    13F 6,533 shares
    Change vs previous 13F +1,211 shares

    0.07% of the 13F portfolio, value $718,290.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,790 shares
    • Ascentis Wealth Management, LLC: 1,743 shares

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

  5. period ended2025-06-30
    13F 5,322 shares
    Change vs previous 13F +242 shares

    0.06% of the 13F portfolio, value $561,022.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,186 shares
    • Ascentis Wealth Management, LLC: 1,136 shares

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

  6. period ended2025-03-31
    13F 5,080 shares
    Change vs previous 13F +1,782 shares

    0.05% of the 13F portfolio, value $408,683.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,739 shares
    • Ascentis Wealth Management, LLC: 1,341 shares

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

  7. period ended2024-12-31
    13F 3,298 shares
    Change vs previous 13F +915 shares

    0.05% of the 13F portfolio, value $260,311.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 2,383 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $184,916.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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