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Disclosery

WealthShield Partners, LLC: JCI position timeline

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

WealthShield Partners, LLC held 31,036 JCI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,036 shares
    Change vs previous 13F -178 shares

    0.7% of the 13F portfolio, value $4,547,033.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 31,214 shares
    Change vs previous 13F -301 shares

    0.46% of the 13F portfolio, value $4,087,425.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 31,515 shares
    Change vs previous 13F +3,561 shares

    0.42% of the 13F portfolio, value $3,773,962.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 27,954 shares
    Change vs previous 13F -126 shares

    0.35% of the 13F portfolio, value $3,073,574.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 28,080 shares
    Change vs previous 13F -25,562 shares

    0.36% of the 13F portfolio, value $2,965,835.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 53,642 shares
    Change vs previous 13F +25,763 shares

    0.56% of the 13F portfolio, value $4,306,361.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 27,879 shares
    Change vs previous 13F -822 shares

    0.31% of the 13F portfolio, value $2,210,791.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 28,701 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,237,642.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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