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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

IAA holding history

IAA, 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.

IAA overviewAll 13F holders of IAAFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of IAA by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−92−100.0%Sold outHolders
Q4 202292$3.68K<0.1%−13−12.4%ReducedHolders
Q3 2022105$3.00K<0.1%−63−37.5%ReducedHolders
Q2 2022168$6.00K<0.1%+11+7.0%AddedHolders
Q1 2022157$6.00K<0.1%+137+685.0%AddedHolders
Q4 202120$1.00K<0.1%+20NewHolders