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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

AGR holding history

Avangrid, 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.

AGR overviewAll 13F holders of AGRFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of AGR by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−33−100.0%Sold outHolders
Q3 202433$1.18K<0.1%00.0%UnchangedHolders
Q2 202433$1.17K<0.1%00.0%UnchangedHolders
Q1 202433$1.20K<0.1%−15−31.3%ReducedHolders
Q4 202348$1.56K<0.1%+40+500.0%AddedHolders
Q3 20238$242<0.1%−29−78.4%ReducedHolders
Q2 202337$1.40K<0.1%+8+27.6%AddedHolders
Q1 202329$1.16K<0.1%−21−42.0%ReducedHolders
Q4 202250$2.15K<0.1%+3+6.4%AddedHolders
Q3 202247$2.00K<0.1%+3+6.8%AddedHolders
Q2 202244$2.00K<0.1%+4+10.0%AddedHolders
Q1 202240$2.00K<0.1%+25+166.7%AddedHolders
Q4 202115$1.00K<0.1%+15NewHolders