JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
AVDX holding history
AvidXchange Holdings, 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.
AVDX overviewAll 13F holders of AVDXFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −2−100.0% | Sold out | Holders |
| Q3 2025 | 2 | $20 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2 | $20 | <0.1% | −5−71.4% | Reduced | Holders |
| Q1 2025 | 7 | $60 | <0.1% | −3−30.0% | Reduced | Holders |
| Q4 2024 | 10 | $104 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 10 | $82 | <0.1% | −24−70.6% | Reduced | Holders |
| Q2 2024 | 34 | $411 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 34 | $448 | <0.1% | −1−2.9% | Reduced | Holders |
| Q4 2023 | 35 | $434 | <0.1% | +6+20.7% | Added | Holders |
| Q3 2023 | 29 | $275 | <0.1% | +22+314.3% | Added | Holders |
| Q2 2023 | 7 | $73 | <0.1% | +5+250.0% | Added | Holders |
| Q1 2023 | 2 | $16 | <0.1% | +2 | New | Holders |