JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
DFH holding history
Dream Finders Homes, 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.
DFH overviewAll 13F holders of DFHFull Q2 2026 holdings
- Shares (Q2 2026)
- 10
- Value
- $173
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $173 | <0.1% | +10 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −9−100.0% | Sold out | Holders |
| Q4 2025 | 9 | $154 | <0.1% | −10−52.6% | Reduced | Holders |
| Q3 2025 | 19 | $493 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 19 | $478 | <0.1% | +19 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −23−100.0% | Sold out | Holders |
| Q4 2024 | 23 | $536 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 23 | $833 | <0.1% | +14+155.6% | Added | Holders |
| Q2 2024 | 9 | $233 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 9 | $394 | <0.1% | +2+28.6% | Added | Holders |
| Q4 2023 | 7 | $249 | <0.1% | +7 | New | Holders |