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WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

JCI holding history

Johnson Controls International plc in every 13F filed by WealthShield Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JCI overviewAll 13F holders of JCIFull Q2 2026 holdings

Shares (Q2 2026)
31,036
Value
$4.55M
% of portfolio
0.7%
Quarters held
15
Since Q1 2021
Holdings of JCI by WealthShield Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,036$4.55M0.7%−178−0.6%ReducedHolders
Q1 202631,214$4.09M0.5%−301−1.0%ReducedHolders
Q4 202531,515$3.77M0.4%+3,561+12.7%AddedHolders
Q3 202527,954$3.07M0.3%−126−0.4%ReducedHolders
Q2 202528,080$2.97M0.4%−25,562−47.7%ReducedHolders
Q1 202553,642$4.31M0.6%+25,763+92.4%AddedHolders
Q4 202427,879$2.21M0.3%−822−2.9%ReducedHolders
Q3 202428,701$2.24M0.3%+1,484+5.5%AddedHolders
Q2 202427,217$1.82M0.3%+1,899+7.5%AddedHolders
Q1 202425,318$1.66M0.3%+4,037+19.0%AddedHolders
Q4 202321,281$1.23M0.2%+2,647+14.2%AddedHolders
Q3 202318,634$998.3K0.2%+1,321+7.6%AddedHolders
Q2 202317,313$1.19M0.2%+17,313NewHolders
Q3 20210$00.0%−439−100.0%Sold outHolders
Q2 2021439$30.0K<0.1%+228+108.1%AddedHolders
Q1 2021211$13.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.