Jacobs Engineering Group shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Jacobs Engineering Group (J) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Jacobs Engineering Group
Tip: Access up to 7 years of quarterly data
All positions including Jacobs Engineering Group held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Jacobs Engineering Group by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 1.8k | 149.86 |
| 2025-06-30 | $235k | 1.8k | 131.45 |
| 2025-03-31 | $226k | 1.9k | 120.89 |
| 2024-12-31 | $250k | 1.9k | 133.62 |
| 2024-09-30 | $245k | 1.9k | 130.90 |
| 2024-06-30 | $331k | 2.4k | 139.71 |