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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

ASH holding history

Ashland 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.

ASH overviewAll 13F holders of ASHFull Q2 2026 holdings

Shares (Q2 2026)
25
Value
$1.65K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of ASH by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625$1.65K<0.1%00.0%UnchangedHolders
Q1 202625$1.39K<0.1%+14+127.3%AddedHolders
Q4 202511$646<0.1%+11NewHolders
Q1 20250$00.0%−16−100.0%Sold outHolders
Q4 202416$1.14K<0.1%−13−44.8%ReducedHolders
Q3 202429$2.52K<0.1%−6−17.1%ReducedHolders
Q2 202435$3.31K<0.1%00.0%UnchangedHolders
Q1 202435$3.41K<0.1%+17+94.4%AddedHolders
Q4 202318$1.52K<0.1%−24−57.1%ReducedHolders
Q3 202342$3.43K<0.1%+8+23.5%AddedHolders
Q2 202334$2.96K<0.1%+2+6.3%AddedHolders
Q1 202332$3.29K<0.1%−8−20.0%ReducedHolders
Q4 202240$4.30K<0.1%00.0%UnchangedHolders
Q3 202240$4.00K<0.1%−16−28.6%ReducedHolders
Q2 202256$6.00K<0.1%+24+75.0%AddedHolders
Q1 202232$3.00K<0.1%+16+100.0%AddedHolders
Q4 202116$2.00K<0.1%+16NewHolders