JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

AI holding history

C3.ai, 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.

AI overview All 13F holders of AI Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of AI by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−6−100.0%	Sold out	Holders
Q4 2025	6	$81	<0.1%	+6	New	Holders
Q2 2024	0	$0	0.0%	−300−100.0%	Sold out	Holders
Q1 2024	300	$8.12K	<0.1%	+300	New	Holders