JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

FRSH holding history

Freshworks 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.

FRSH overview All 13F holders of FRSH Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of FRSH by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−47−100.0%	Sold out	Holders
Q4 2025	47	$576	<0.1%	+19+67.9%	Added	Holders
Q3 2025	28	$330	<0.1%	00.0%	Unchanged	Holders
Q2 2025	28	$418	<0.1%	+28	New	Holders