Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

DNB holding history

Dun & Bradstreet Holdings, 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.

DNB overviewAll 13F holders of DNBFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q3 2022
Holdings of DNB by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−21−100.0%Sold outHolders
Q2 202521$191<0.1%−70−76.9%ReducedHolders
Q1 202591$814<0.1%−165−64.5%ReducedHolders
Q4 2024256$3.19K<0.1%+33+14.8%AddedHolders
Q3 2024223$2.57K<0.1%+65+41.1%AddedHolders
Q2 2024158$1.46K<0.1%+63+66.3%AddedHolders
Q1 202495$954<0.1%+50+111.1%AddedHolders
Q4 202345$527<0.1%−106−70.2%ReducedHolders
Q3 2023151$1.51K<0.1%+67+79.8%AddedHolders
Q2 202384$972<0.1%−8−8.7%ReducedHolders
Q1 202392$1.08K<0.1%+41+80.4%AddedHolders
Q4 202251$625<0.1%+33+183.3%AddedHolders
Q3 202218$00.0%+18NewHolders