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Disclosery

Peterson Wealth Services: JCI position timeline

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

Peterson Wealth Services held 17,829 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,829 shares
    Change vs previous 13F -270 shares

    0.57% of the 13F portfolio, value $2,604,965.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 18,099 shares
    Change vs previous 13F -965 shares

    0.59% of the 13F portfolio, value $2,369,995.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 19,064 shares
    Change vs previous 13F -31,520 shares

    0.58% of the 13F portfolio, value $2,282,932.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 50,584 shares
    Change vs previous 13F +30,087 shares

    0.61% of the 13F portfolio, value $2,212,633.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 20,497 shares
    Change vs previous 13F +293 shares

    0.59% of the 13F portfolio, value $2,164,918.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 20,204 shares
    Change vs previous 13F +755 shares

    0.5% of the 13F portfolio, value $1,618,570.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 19,449 shares
    Change vs previous 13F +258 shares

    0.46% of the 13F portfolio, value $1,535,108.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 19,191 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,489,379.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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