Dogwood Wealth Management LLC
Position in JCI — Johnson Controls International plc
CIK 2056922
LENEXA, KS
Position in JCI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$32,290
+$5,839 QoQ
Shares Held
221
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,412
of 1,590 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $63,411 across 5 Building Products & Equipment names. JCI ranks #1 (50.9% of the industry book) .
All Filings in JCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,290 | 221 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $26,451 | 202 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,603 | 147 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,445 | 95 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,717 | 92 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,524 | 44 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||