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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

HE holding history

Hawaiian Electric Industries 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.

HE overviewAll 13F holders of HEFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of HE by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−26−100.0%Sold outHolders
Q1 202426$294<0.1%+26NewHolders
Q3 20230$00.0%−42−100.0%Sold outHolders
Q2 202342$1.52K<0.1%00.0%UnchangedHolders
Q1 202342$1.61K<0.1%−14−25.0%ReducedHolders
Q4 202256$2.34K<0.1%+10+21.7%AddedHolders
Q3 202246$2.00K<0.1%−39−45.9%ReducedHolders
Q2 202285$3.00K<0.1%+35+70.0%AddedHolders
Q1 202250$2.00K<0.1%+29+138.1%AddedHolders
Q4 202121$1.00K<0.1%+21NewHolders