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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

ALE holding history

Allete 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.

ALE overviewAll 13F holders of ALEFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of ALE by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−23−100.0%Sold outHolders
Q3 202523$1.53K<0.1%−2−8.0%ReducedHolders
Q2 202525$1.60K<0.1%00.0%UnchangedHolders
Q1 202525$1.64K<0.1%00.0%UnchangedHolders
Q4 202425$1.62K<0.1%00.0%UnchangedHolders
Q3 202425$1.60K<0.1%00.0%UnchangedHolders
Q2 202425$1.56K<0.1%00.0%UnchangedHolders
Q1 202425$1.49K<0.1%+21+525.0%AddedHolders
Q4 20234$245<0.1%−8−66.7%ReducedHolders
Q3 202312$634<0.1%−18−60.0%ReducedHolders
Q2 202330$1.74K<0.1%−2−6.3%ReducedHolders
Q1 202332$2.06K<0.1%+4+14.3%AddedHolders
Q4 202228$1.81K<0.1%+11+64.7%AddedHolders
Q3 202217$1.00K<0.1%−8−32.0%ReducedHolders
Q2 202225$1.00K<0.1%−1−3.8%ReducedHolders
Q1 202226$2.00K<0.1%+16+160.0%AddedHolders
Q4 202110$1.00K<0.1%+10NewHolders