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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

EL holding history

Estee Lauder 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.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q2 2026)
61
Value
$4.82K
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of EL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661$4.82K<0.1%+13+27.1%AddedHolders
Q1 202648$3.44K<0.1%+8+20.0%AddedHolders
Q4 202540$4.19K<0.1%+19+90.5%AddedHolders
Q3 202521$1.85K<0.1%+21NewHolders
Q4 20240$00.0%−5−100.0%Sold outHolders
Q3 20245$499<0.1%−41−89.1%ReducedHolders
Q2 202446$4.89K<0.1%−3−6.1%ReducedHolders
Q1 202449$7.55K<0.1%+2+4.3%AddedHolders
Q4 202347$6.87K<0.1%+1+2.2%AddedHolders
Q3 202346$6.65K<0.1%+11+31.4%AddedHolders
Q2 202335$6.87K<0.1%−4−10.3%ReducedHolders
Q1 202339$9.61K<0.1%−6−13.3%ReducedHolders
Q4 202245$11.2K<0.1%−12−21.1%ReducedHolders
Q3 202257$12.0K<0.1%+1+1.8%AddedHolders
Q2 202256$14.0K<0.1%+26+86.7%AddedHolders
Q1 202230$8.00K<0.1%+14+87.5%AddedHolders
Q4 202116$6.00K<0.1%+16NewHolders