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Disclosery

Corient Private Wealth LP: JCI position timeline

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

Corient Private Wealth LP held 294,818 JCI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 294,818 shares
    Change vs previous 13F -62,097 shares

    0.06% of the 13F portfolio, value $43,076,436.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 356,915 shares
    Change vs previous 13F -1,992 shares

    0.07% of the 13F portfolio, value $46,600,365.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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 358,907 shares
    Change vs previous 13F -46,414 shares

    0.06% of the 13F portfolio, value $42,979,742.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 405,321 shares
    Change vs previous 13F +40,740 shares

    0.07% of the 13F portfolio, value $44,565,185.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 364,581 shares
    Change vs previous 13F -8,071 shares

    0.05% of the 13F portfolio, value $38,507,106.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 372,652 shares
    Change vs previous 13F -1,427 shares

    0.05% of the 13F portfolio, value $29,854,255.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 374,079 shares
    Change vs previous 13F -47,228 shares

    0.05% of the 13F portfolio, value $29,526,266.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 421,307 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $32,697,607.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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