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Sarver Vrooman Wealth Advisors: JCI position timeline

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

Sarver Vrooman Wealth Advisors held 319 JCI shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 319 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $47,419.

    13F-HR 0002076215-26-000006 filed by Sarver Vrooman Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 319 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $46,507.

    13F-HR 0002076215-26-000005 filed by Sarver Vrooman Wealth Advisors
    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 330 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $43,214.

    13F-HR 0002076215-26-000003 filed by Sarver Vrooman Wealth Advisors
    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/A 470 shares
    Change vs previous 13F -283 shares

    0.04% of the 13F portfolio, value $56,283.

    13F-HR/A 0002076215-26-000004 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 753 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $82,792.

    13F-HR 0002076215-25-000004 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 753 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $79,531.

    13F-HR 0002076215-25-000002 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,018 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $81,551.

    13F-HR 0002076215-25-000001 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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