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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

BGC holding history

BGC Group, 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.

BGC overviewAll 13F holders of BGCFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of BGC by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−281−100.0%Sold outHolders
Q2 2023281$1.25K<0.1%+13+4.9%AddedHolders
Q1 2023268$1.40K<0.1%−9−3.2%ReducedHolders
Q4 2022277$1.04K<0.1%−21−7.0%ReducedHolders
Q3 2022298$1.00K<0.1%+4+1.4%AddedHolders
Q2 2022294$1.00K<0.1%+111+60.7%AddedHolders
Q1 2022183$1.00K<0.1%+107+140.8%AddedHolders
Q4 202176$00.0%+76NewHolders