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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

BEP holding history

Brookfield Renewable Partners L.P. 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.

BEP overviewAll 13F holders of BEPFull Q2 2026 holdings

Shares (Q2 2026)
136
Value
$4.72K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of BEP by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026136$4.72K<0.1%+136NewHolders
Q2 20240$00.0%−1,500−100.0%Sold outHolders
Q1 20241,500$34.8K<0.1%00.0%UnchangedHolders
Q4 20231,500$39.4K<0.1%00.0%UnchangedHolders
Q3 20231,500$32.6K<0.1%00.0%UnchangedHolders
Q2 20231,500$44.2K<0.1%00.0%UnchangedHolders
Q1 20231,500$47.3K<0.1%00.0%UnchangedHolders
Q4 20221,500$38.0K<0.1%00.0%UnchangedHolders
Q3 20221,500$47.0K<0.1%00.0%UnchangedHolders
Q2 20221,500$52.0K<0.1%00.0%UnchangedHolders
Q1 20221,500$62.0K<0.1%00.0%UnchangedHolders
Q4 20211,500$54.0K<0.1%00.0%UnchangedHolders
Q3 20211,500$55.0K<0.1%00.0%UnchangedHolders
Q2 20211,500$58.0K<0.1%00.0%UnchangedHolders
Q1 20211,500$64.0K<0.1%––Holders

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