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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

AAMI holding history

Acadian Asset Management Inc. in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAMI overviewAll 13F holders of AAMIFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$287
% of portfolio
<0.1%
Quarters held
3
Since Q4 2021
Holdings of AAMI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$287<0.1%+4NewHolders
Q2 20220$00.0%−6−100.0%Sold outHolders
Q1 20226$00.0%+4+200.0%AddedHolders
Q4 20212$00.0%+2NewHolders