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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

HNI holding history

Hni 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.

HNI overviewAll 13F holders of HNIFull Q2 2026 holdings

Shares (Q2 2026)
782
Value
$31.6K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of HNI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026782$31.6K<0.1%+29+3.9%AddedHolders
Q1 2026753$25.1K<0.1%+6+0.8%AddedHolders
Q4 2025747$31.4K<0.1%+736+6,690.9%AddedHolders
Q3 202511$516<0.1%+8+266.7%AddedHolders
Q2 20253$148<0.1%+1+50.0%AddedHolders
Q1 20252$89<0.1%00.0%UnchangedHolders
Q4 20242$101<0.1%00.0%UnchangedHolders
Q3 20242$108<0.1%−2−50.0%ReducedHolders
Q2 20244$181<0.1%00.0%UnchangedHolders
Q1 20244$181<0.1%00.0%UnchangedHolders
Q4 20234$168<0.1%+2+100.0%AddedHolders
Q3 20232$70<0.1%00.0%UnchangedHolders
Q2 20232$57<0.1%00.0%UnchangedHolders
Q1 20232$56<0.1%−1−33.3%ReducedHolders
Q4 20223$85<0.1%+3NewHolders
Q3 20220$00.0%−3−100.0%Sold outHolders
Q2 20223$00.0%+1+50.0%AddedHolders
Q1 20222$00.0%+1+100.0%AddedHolders
Q4 20211$00.0%+1NewHolders