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Moser Wealth Advisors, LLC: JCI position timeline

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

Moser Wealth Advisors, LLC held 18,616 JCI shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,616 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,966,222.

    13F-HR 0001803081-25-000003 filed by Moser 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 ended2025-03-31
    13F 18,616 shares
    Change vs previous 13F +425 shares

    0.78% of the 13F portfolio, value $1,491,328.

    13F-HR 0001803081-25-000002 filed by Moser 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 ended2024-12-31
    13F 18,191 shares
    Change vs previous 13F -722 shares

    0.75% of the 13F portfolio, value $1,435,816.

    13F-HR 0001803081-25-000001 filed by Moser 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 ended2024-09-30
    13F 18,913 shares
    Change vs previous 13F -265 shares

    0.76% of the 13F portfolio, value $1,467,838.

    13F-HR 0001803081-24-000004 filed by Moser 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 ended2024-06-30
    13F 19,178 shares
    Change vs previous 13F -5 shares

    0.69% of the 13F portfolio, value $1,274,762.

    13F-HR 0001803081-24-000003 filed by Moser 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 ended2024-03-31
    13F 19,183 shares
    Change vs previous 13F +700 shares

    0.7% of the 13F portfolio, value $1,253,034.

    13F-HR 0001803081-24-000002 filed by Moser 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 ended2023-12-31
    13F 18,483 shares
    Change vs previous 13F -173 shares

    0.68% of the 13F portfolio, value $1,065,360.

    13F-HR 0001803081-24-000001 filed by Moser 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 ended2023-09-30
    13F 18,656 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $992,686.

    13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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