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Blake Schutter Theil Wealth Advisors, LLC: JCI position timeline

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

Blake Schutter Theil Wealth Advisors, LLC held 4,997 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,997 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $730,112.

    13F-HR 0002042011-26-000003 filed by Blake Schutter Theil Wealth 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 4,997 shares
    Change vs previous 13F +6 shares

    0.53% of the 13F portfolio, value $654,357.

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth 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 4,991 shares
    Change vs previous 13F -430 shares

    0.49% of the 13F portfolio, value $597,672.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth 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 5,421 shares
    Change vs previous 13F -488 shares

    0.59% of the 13F portfolio, value $596,039.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth 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 5,909 shares
    Change vs previous 13F -458 shares

    0.71% of the 13F portfolio, value $624,109.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth 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 6,367 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $510,060.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth 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 6,367 shares
    Change vs previous 13F +17 shares

    0.53% of the 13F portfolio, value $502,547.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth 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 6,350 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $492,824.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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