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Disclosery

Capital Analysts, LLC: JCI position timeline

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

Capital Analysts, LLC held 164,304 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,304 shares
    Change vs previous 13F -3,109 shares

    0.55% of the 13F portfolio, value $24,007,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 167,413 shares
    Change vs previous 13F -8,302 shares

    0.58% of the 13F portfolio, value $21,935,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 175,715 shares
    Change vs previous 13F +464 shares

    0.58% of the 13F portfolio, value $21,042,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 175,251 shares
    Change vs previous 13F +3,257 shares

    0.56% of the 13F portfolio, value $19,269,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 171,994 shares
    Change vs previous 13F +6,716 shares

    0.61% of the 13F portfolio, value $18,166,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 165,278 shares
    Change vs previous 13F +4,941 shares

    0.49% of the 13F portfolio, value $13,241,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 160,337 shares
    Change vs previous 13F +3,038 shares

    0.51% of the 13F portfolio, value $12,655,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 157,299 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $12,208,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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