Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

FOCS holding history

Focus Financial Partners 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.

FOCS overviewAll 13F holders of FOCSFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of FOCS by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−20,030−100.0%Sold outHolders
Q2 202320,030$1.05M0.1%00.0%UnchangedHolders
Q1 202320,030$1.04M0.1%00.0%UnchangedHolders
Q4 202220,030$746.5K0.1%00.0%UnchangedHolders
Q3 202220,030$631.0K0.1%00.0%UnchangedHolders
Q2 202220,030$682.0K0.1%00.0%UnchangedHolders
Q1 202220,030$916.0K0.1%00.0%UnchangedHolders
Q4 202120,030$1.20M0.1%−2,150−9.7%ReducedHolders
Q3 202122,180$1.16M0.1%00.0%UnchangedHolders
Q2 202122,180$1.08M0.2%00.0%UnchangedHolders
Q1 202122,180$923.0K0.2%––Holders

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