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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

CRI holding history

Carters 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.

CRI overviewAll 13F holders of CRIFull Q2 2026 holdings

Shares (Q2 2026)
6
Value
$247
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of CRI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266$247<0.1%+6NewHolders
Q1 20250$00.0%−5−100.0%Sold outHolders
Q4 20245$271<0.1%−21−80.8%ReducedHolders
Q3 202426$1.69K<0.1%+3+13.0%AddedHolders
Q2 202423$1.43K<0.1%−5−17.9%ReducedHolders
Q1 202428$2.37K<0.1%00.0%UnchangedHolders
Q4 202328$2.10K<0.1%−1−3.4%ReducedHolders
Q3 202329$2.01K<0.1%+9+45.0%AddedHolders
Q2 202320$1.45K<0.1%−1−4.8%ReducedHolders
Q1 202321$1.51K<0.1%−5−19.2%ReducedHolders
Q4 202226$1.94K<0.1%+9+52.9%AddedHolders
Q3 202217$1.00K<0.1%+4+30.8%AddedHolders
Q2 202213$1.00K<0.1%−12−48.0%ReducedHolders
Q1 202225$2.00K<0.1%+15+150.0%AddedHolders
Q4 202110$1.00K<0.1%+10NewHolders