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Disclosery

Cerity Partners LLC: JCI position timeline

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

Cerity Partners LLC held 205,129 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 205,129 shares
    Change vs previous 13F +9,844 shares

    0.04% of the 13F portfolio, value $29,971,136.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 195,285 shares
    Change vs previous 13F +47,533 shares

    0.04% of the 13F portfolio, value $25,572,578.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 147,752 shares
    Change vs previous 13F +2,842 shares

    0.03% of the 13F portfolio, value $17,693,219.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 144,910 shares
    Change vs previous 13F +694 shares

    0.03% of the 13F portfolio, value $15,932,811.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 144,216 shares
    Change vs previous 13F +31,157 shares

    0.03% of the 13F portfolio, value $15,232,218.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 113,059 shares
    Change vs previous 13F +46,459 shares

    0.02% of the 13F portfolio, value $9,057,120.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 66,600 shares
    Change vs previous 13F +10,107 shares

    0.01% of the 13F portfolio, value $5,213,583.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 56,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,385,191.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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