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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

DLX holding history

Deluxe Corp 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.

DLX overviewAll 13F holders of DLXFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$120
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of DLX by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$120<0.1%+5NewHolders
Q2 20250$00.0%−351−100.0%Sold outHolders
Q1 2025351$5.55K<0.1%+6+1.7%AddedHolders
Q4 2024345$7.79K<0.1%+5+1.5%AddedHolders
Q3 2024340$6.63K<0.1%+5+1.5%AddedHolders
Q2 2024335$7.53K<0.1%+4+1.2%AddedHolders
Q1 2024331$6.81K<0.1%+5+1.5%AddedHolders
Q4 2023326$6.99K<0.1%+5+1.6%AddedHolders
Q3 2023321$6.06K<0.1%+5+1.6%AddedHolders
Q2 2023316$5.52K<0.1%+6+1.9%AddedHolders
Q1 2023310$4.96K<0.1%+5+1.6%AddedHolders
Q4 2022305$5.18K<0.1%+5+1.7%AddedHolders
Q3 2022300$5.00K<0.1%+1+0.3%AddedHolders
Q2 2022299$6.00K<0.1%+5+1.7%AddedHolders
Q1 2022294$9.00K<0.1%+4+1.4%AddedHolders
Q4 2021290$9.00K<0.1%+3+1.0%AddedHolders
Q3 2021287$10.0K<0.1%+3+1.1%AddedHolders
Q2 2021284$14.0K<0.1%+2+0.7%AddedHolders
Q1 2021282$12.0K<0.1%––Holders

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