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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

GDV holding history

Gabelli Dividend & Income Trust 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.

GDV overviewAll 13F holders of GDVFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of GDV by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−366−100.0%Sold outHolders
Q4 2024366$8.84K<0.1%00.0%UnchangedHolders
Q3 2024366$8.95K<0.1%−434−54.3%ReducedHolders
Q2 2024800$18.2K<0.1%00.0%UnchangedHolders
Q1 2024800$18.4K<0.1%00.0%UnchangedHolders
Q4 2023800$17.3K<0.1%00.0%UnchangedHolders
Q3 2023800$15.6K<0.1%00.0%UnchangedHolders
Q2 2023800$16.9K<0.1%00.0%UnchangedHolders
Q1 2023800$16.6K<0.1%00.0%UnchangedHolders
Q4 2022800$16.5K<0.1%00.0%UnchangedHolders
Q3 2022800$15.0K<0.1%00.0%UnchangedHolders
Q2 2022800$16.0K<0.1%00.0%UnchangedHolders
Q1 2022800$20.0K<0.1%00.0%UnchangedHolders
Q4 2021800$22.0K<0.1%00.0%UnchangedHolders
Q3 2021800$21.0K<0.1%00.0%UnchangedHolders
Q2 2021800$21.0K<0.1%00.0%UnchangedHolders
Q1 2021800$19.0K<0.1%––Holders

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