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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

BL holding history

Blackline, 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.

BL overviewAll 13F holders of BLFull Q2 2026 holdings

Shares (Q2 2026)
8
Value
$225
% of portfolio
<0.1%
Quarters held
7
Since Q1 2022
Holdings of BL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$225<0.1%+8NewHolders
Q2 20250$00.0%−8−100.0%Sold outHolders
Q1 20258$388<0.1%00.0%UnchangedHolders
Q4 20248$487<0.1%00.0%UnchangedHolders
Q3 20248$442<0.1%+7+700.0%AddedHolders
Q2 20241$49<0.1%00.0%UnchangedHolders
Q1 20241$65<0.1%+1NewHolders
Q2 20220$00.0%−33−100.0%Sold outHolders
Q1 202233$2.00K<0.1%+33NewHolders