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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

AMRC holding history

Ameresco, 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.

AMRC overviewAll 13F holders of AMRCFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of AMRC by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−8−100.0%Sold outHolders
Q3 20238$309<0.1%−4−33.3%ReducedHolders
Q2 202312$584<0.1%+6+100.0%AddedHolders
Q1 20236$296<0.1%−14−70.0%ReducedHolders
Q4 202220$1.14K<0.1%+8+66.7%AddedHolders
Q3 202212$1.00K<0.1%00.0%UnchangedHolders
Q2 202212$1.00K<0.1%−2−14.3%ReducedHolders
Q1 202214$1.00K<0.1%+8+133.3%AddedHolders
Q4 20216$00.0%+6NewHolders