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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

CSL holding history

Carlisle Companies 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.

CSL overviewAll 13F holders of CSLFull Q2 2026 holdings

Shares (Q2 2026)
36
Value
$13.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CSL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636$13.1K<0.1%−2−5.3%ReducedHolders
Q1 202638$12.7K<0.1%−19−33.3%ReducedHolders
Q4 202557$18.2K<0.1%+13+29.5%AddedHolders
Q3 202544$14.5K<0.1%00.0%UnchangedHolders
Q2 202544$16.4K<0.1%00.0%UnchangedHolders
Q1 202544$15.0K<0.1%00.0%UnchangedHolders
Q4 202444$16.2K<0.1%00.0%UnchangedHolders
Q3 202444$19.8K<0.1%+1+2.3%AddedHolders
Q2 202443$17.4K<0.1%00.0%UnchangedHolders
Q1 202443$16.9K<0.1%00.0%UnchangedHolders
Q4 202343$13.4K<0.1%+1+2.4%AddedHolders
Q3 202342$10.9K<0.1%+7+20.0%AddedHolders
Q2 202335$8.98K<0.1%−1−2.8%ReducedHolders
Q1 202336$8.14K<0.1%−14−28.0%ReducedHolders
Q4 202250$11.8K<0.1%−7−12.3%ReducedHolders
Q3 202257$16.0K<0.1%−1−1.7%ReducedHolders
Q2 202258$14.0K<0.1%+21+56.8%AddedHolders
Q1 202237$9.00K<0.1%+21+131.3%AddedHolders
Q4 202116$4.00K<0.1%+16NewHolders
Q3 20210$00.0%−2,660−100.0%Sold outHolders
Q2 20212,660$509.0K0.1%00.0%UnchangedHolders
Q1 20212,660$438.0K0.1%––Holders

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