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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

GO holding history

Grocery Outlet Holding 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.

GO overviewAll 13F holders of GOFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$200
% of portfolio
<0.1%
Quarters held
16
Since Q4 2021
Holdings of GO by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$200<0.1%+20NewHolders
Q4 20250$00.0%−2−100.0%Sold outHolders
Q3 20252$33<0.1%−52−96.3%ReducedHolders
Q2 202554$671<0.1%+54NewHolders
Q1 20250$00.0%−1−100.0%Sold outHolders
Q4 20241$16<0.1%00.0%UnchangedHolders
Q3 20241$18<0.1%−31−96.9%ReducedHolders
Q2 202432$708<0.1%−19−37.3%ReducedHolders
Q1 202451$1.47K<0.1%−9−15.0%ReducedHolders
Q4 202360$1.62K<0.1%+9+17.6%AddedHolders
Q3 202351$1.47K<0.1%00.0%UnchangedHolders
Q2 202351$1.56K<0.1%00.0%UnchangedHolders
Q1 202351$1.44K<0.1%−4−7.3%ReducedHolders
Q4 202255$1.60K<0.1%−10−15.4%ReducedHolders
Q3 202265$2.00K<0.1%−18−21.7%ReducedHolders
Q2 202283$4.00K<0.1%+29+53.7%AddedHolders
Q1 202254$2.00K<0.1%+33+157.1%AddedHolders
Q4 202121$1.00K<0.1%+21NewHolders