Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

AVB holding history

Avalonbay Communities 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.

AVB overviewAll 13F holders of AVBFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AVB by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3−100.0%Sold outHolders
Q4 20253$544<0.1%+3NewHolders
Q2 20240$00.0%−37−100.0%Sold outHolders
Q1 202437$6.87K<0.1%00.0%UnchangedHolders
Q4 202337$6.93K<0.1%00.0%UnchangedHolders
Q3 202337$6.36K<0.1%−68−64.8%ReducedHolders
Q2 2023105$19.9K<0.1%00.0%UnchangedHolders
Q1 2023105$17.6K<0.1%+1+1.0%AddedHolders
Q4 2022104$16.8K<0.1%+1+1.0%AddedHolders
Q3 2022103$19.0K<0.1%00.0%UnchangedHolders
Q2 2022103$20.0K<0.1%+1+1.0%AddedHolders
Q1 2022102$25.0K<0.1%00.0%UnchangedHolders
Q4 2021102$26.0K<0.1%00.0%UnchangedHolders
Q3 2021102$23.0K<0.1%+1+1.0%AddedHolders
Q2 2021101$21.0K<0.1%00.0%UnchangedHolders
Q1 2021101$19.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.