Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

LPL holding history

LG Display Co., Ltd. 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.

LPL overviewAll 13F holders of LPLFull Q2 2026 holdings

Shares (Q2 2026)
1,017
Value
$3.96K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of LPL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,017$3.96K<0.1%+219+27.4%AddedHolders
Q1 2026798$3.10K<0.1%−59−6.9%ReducedHolders
Q4 2025857$3.61K<0.1%−114−11.7%ReducedHolders
Q3 2025971$5.07K<0.1%+485+99.8%AddedHolders
Q2 2025486$1.66K<0.1%−833−63.2%ReducedHolders
Q1 20251,319$4.10K<0.1%00.0%UnchangedHolders
Q4 20241,319$4.05K<0.1%+201+18.0%AddedHolders
Q3 20241,118$4.53K<0.1%+369+49.3%AddedHolders
Q2 2024749$3.09K<0.1%−135−15.3%ReducedHolders
Q1 2024884$3.63K<0.1%−60−6.4%ReducedHolders
Q4 2023944$4.55K<0.1%−105−10.0%ReducedHolders
Q3 20231,049$5.12K<0.1%−346−24.8%ReducedHolders
Q2 20231,395$8.45K<0.1%00.0%UnchangedHolders
Q1 20231,395$8.90K<0.1%−50−3.5%ReducedHolders
Q4 20221,445$7.17K<0.1%+1,445NewHolders
Q3 20220$00.0%−439−100.0%Sold outHolders
Q2 2022439$2.00K<0.1%−503−53.4%ReducedHolders
Q1 2022942$8.00K<0.1%+627+199.0%AddedHolders
Q4 2021315$3.00K<0.1%+315NewHolders