JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
CZFS holding history
Citizens Financial Services 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.
CZFS overviewAll 13F holders of CZFSFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −3,065−100.0% | Sold out | Holders |
| Q1 2024 | 3,065 | $150.8K | <0.1% | −26,844−89.8% | Reduced | Holders |
| Q4 2023 | 29,909 | $1.94M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2023 | 29,909 | $1.43M | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 29,909 | $2.23M | 0.2% | +295+1.0% | Added | Holders |
| Q1 2023 | 29,614 | $2.47M | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 29,614 | $2.27M | 0.2% | −680−2.2% | Reduced | Holders |
| Q3 2022 | 30,294 | $2.13M | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 30,294 | $2.12M | 0.2% | +30,294 | New | Holders |