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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

APG holding history

APi Group Corp 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.

APG overviewAll 13F holders of APGFull Q2 2026 holdings

Shares (Q2 2026)
265
Value
$11.2K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of APG by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026265$11.2K<0.1%+19+7.7%AddedHolders
Q1 2026246$9.97K<0.1%+13+5.6%AddedHolders
Q4 2025233$8.91K<0.1%+92+65.2%AddedHolders
Q3 2025141$4.85K<0.1%+52+58.4%AddedHolders
Q2 202589$4.54K<0.1%+21+30.9%AddedHolders
Q1 202568$2.43K<0.1%+1+1.5%AddedHolders
Q4 202467$2.41K<0.1%00.0%UnchangedHolders
Q3 202467$2.21K<0.1%+3+4.7%AddedHolders
Q2 202464$2.41K<0.1%00.0%UnchangedHolders
Q1 202464$2.51K<0.1%00.0%UnchangedHolders
Q4 202364$2.21K<0.1%+1+1.6%AddedHolders
Q3 202363$1.63K<0.1%+26+70.3%AddedHolders
Q2 202337$1.01K<0.1%+7+23.3%AddedHolders
Q1 202330$675<0.1%+18+150.0%AddedHolders
Q4 202212$226<0.1%+12NewHolders
Q2 20220$00.0%−99−100.0%Sold outHolders
Q1 202299$2.00K<0.1%+53+115.2%AddedHolders
Q4 202146$1.00K<0.1%+46NewHolders