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Lido Advisors, LLC: JCI position timeline

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

Lido Advisors, LLC held 52,498 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,498 shares
    Change vs previous 13F +22,508 shares

    0.03% of the 13F portfolio, value $7,689,141.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 29,990 shares
    Change vs previous 13F +4,930 shares

    0.02% of the 13F portfolio, value $3,937,491.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 25,060 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $2,802,793.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 24,995 shares
    Change vs previous 13F +4,803 shares

    0.01% of the 13F portfolio, value $2,756,800.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 20,192 shares
    Change vs previous 13F +683 shares

    0.01% of the 13F portfolio, value $2,140,050.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 19,509 shares
    Change vs previous 13F +130 shares

    0.01% of the 13F portfolio, value $1,569,550.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 19,379 shares
    Change vs previous 13F +668 shares

    0.01% of the 13F portfolio, value $1,536,062.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 18,711 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,452,196.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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