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Focus Partners Wealth: JCI position timeline

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

Focus Partners Wealth held 133,086 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,086 shares
    Change vs previous 13F +19,852 shares

    0.02% of the 13F portfolio, value $19,450,716.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 110,630 shares
    • Focus Partners Advisor Solutions, LLC: 22,456 shares

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

  2. period ended2026-03-31
    13F 113,234 shares
    Change vs previous 13F +26,694 shares

    0.01% of the 13F portfolio, value $14,880,624.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 91,204 shares
    • Focus Partners Advisor Solutions, LLC: 22,030 shares

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

  3. period ended2025-12-31
    13F 86,540 shares
    Change vs previous 13F +33,094 shares

    0.01% of the 13F portfolio, value $10,288,559.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 69,583 shares
    • Focus Partners Advisor Solutions, LLC: 16,957 shares

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

  4. period ended2025-09-30
    13F 53,446 shares
    Change vs previous 13F +2,967 shares

    0.01% of the 13F portfolio, value $6,030,236.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,299 shares
    • Focus Partners Advisor Solutions, LLC: 19,147 shares

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

  5. period ended2025-06-30
    13F 50,479 shares
    Change vs previous 13F +10,125 shares

    0.01% of the 13F portfolio, value $5,331,676.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,066 shares
    • Focus Partners Advisor Solutions, LLC: 17,413 shares

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

  6. period ended2025-03-31
    13F/A 40,354 shares
    Change vs previous 13F +15,095 shares

    0.01% of the 13F portfolio, value $3,233,563.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,052 shares
    • Focus Partners Advisor Solutions, LLC: 11,302 shares

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

  7. period ended2024-12-31
    13F/A 25,259 shares
    Change vs previous 13F -308,429 shares

    0.01% of the 13F portfolio, value $1,994,228.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 25,259 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 333,688 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,643,912.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 330,540 shares
    • Focus Partners Advisor Solutions, LLC: 3,148 shares

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