JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

MPB holding history

Mid Penn Bancorp 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.

MPB overview All 13F holders of MPB Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 21; Since Q1 2021

Holdings of MPB by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−220−100.0%	Sold out	Holders
Q1 2026	220	$7.08K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	220	$6.83K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	220	$6.30K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	220	$6.20K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	220	$5.70K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	220	$6.34K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	220	$6.56K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	220	$4.83K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	220	$4.40K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	220	$5.34K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	220	$4.43K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	220	$4.86K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	220	$5.63K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	220	$6.59K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	220	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	220	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	220	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	220	$7.00K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	220	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	220	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	220	$6.00K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.