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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

FSV holding history

FirstService 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.

FSV overviewAll 13F holders of FSVFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of FSV by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−14−100.0%Sold outHolders
Q4 202514$2.18K<0.1%00.0%UnchangedHolders
Q3 202514$2.67K<0.1%00.0%UnchangedHolders
Q2 202514$2.44K<0.1%00.0%UnchangedHolders
Q1 202514$2.32K<0.1%00.0%UnchangedHolders
Q4 202414$2.54K<0.1%00.0%UnchangedHolders
Q3 202414$2.56K<0.1%00.0%UnchangedHolders
Q2 202414$2.13K<0.1%00.0%UnchangedHolders
Q1 202414$2.32K<0.1%00.0%UnchangedHolders
Q4 202314$2.27K<0.1%00.0%UnchangedHolders
Q3 202314$2.04K<0.1%−1−6.7%ReducedHolders
Q2 202315$2.31K<0.1%+2+15.4%AddedHolders
Q1 202313$1.83K<0.1%00.0%UnchangedHolders
Q4 202213$1.59K<0.1%+3+30.0%AddedHolders
Q3 202210$1.00K<0.1%+10NewHolders
Q2 20220$00.0%−6−100.0%Sold outHolders
Q1 20226$1.00K<0.1%−1−14.3%ReducedHolders
Q4 20217$1.00K<0.1%+7NewHolders