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Regent Peak Wealth Advisors LLC: JCI position timeline

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

Regent Peak Wealth Advisors LLC held 2,014 JCI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,014 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $299,390.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,027 shares
    Change vs previous 13F +101 shares

    0.05% of the 13F portfolio, value $296,165.

    13F-HR 0001803329-26-000006 filed by Regent Peak 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 ended2026-03-31
    13F 1,926 shares
    Change vs previous 13F +146 shares

    0.05% of the 13F portfolio, value $252,210.

    13F-HR 0001803329-26-000004 filed by Regent Peak 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 ended2025-12-31
    13F 1,780 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $213,155.

    13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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