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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

CLVT holding history

Clarivate PLC 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.

CLVT overviewAll 13F holders of CLVTFull Q2 2026 holdings

Shares (Q2 2026)
117
Value
$253
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of CLVT by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026117$253<0.1%00.0%UnchangedHolders
Q1 2026117$297<0.1%+1+0.9%AddedHolders
Q4 2025116$388<0.1%+116NewHolders
Q3 20250$00.0%−190−100.0%Sold outHolders
Q2 2025190$817<0.1%+189+18,900.0%AddedHolders
Q1 20251$4<0.1%−31−96.9%ReducedHolders
Q4 202432$163<0.1%−273−89.5%ReducedHolders
Q3 2024305$2.17K<0.1%+185+154.2%AddedHolders
Q2 2024120$683<0.1%−118−49.6%ReducedHolders
Q1 2024238$1.77K<0.1%+111+87.4%AddedHolders
Q4 2023127$1.18K<0.1%−132−51.0%ReducedHolders
Q3 2023259$1.74K<0.1%+100+62.9%AddedHolders
Q2 2023159$1.52K<0.1%−4−2.5%ReducedHolders
Q1 2023163$1.53K<0.1%+40+32.5%AddedHolders
Q4 2022123$1.03K<0.1%+119+2,975.0%AddedHolders
Q3 20224$00.0%−180−97.8%ReducedHolders
Q2 2022184$3.00K<0.1%+121+192.1%AddedHolders
Q1 202263$1.00K<0.1%+52+472.7%AddedHolders
Q4 202111$00.0%+11NewHolders