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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

NAD holding history

Nuveen Quality Municipal Income Fund 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.

NAD overviewAll 13F holders of NADFull Q2 2026 holdings

Shares (Q2 2026)
118,724
Value
$1.44M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NAD by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118,724$1.44M0.1%+84+0.1%AddedHolders
Q1 2026118,640$1.36M0.1%+530.0%AddedHolders
Q4 2025118,587$1.43M0.1%+107+0.1%AddedHolders
Q3 2025118,480$1.39M0.1%+89+0.1%AddedHolders
Q2 2025118,391$1.34M0.1%+86+0.1%AddedHolders
Q1 2025118,305$1.36M0.1%+550.0%AddedHolders
Q4 2024118,250$1.38M0.1%+104+0.1%AddedHolders
Q3 2024118,146$1.46M0.1%+114,068+2,797.2%AddedHolders
Q2 20244,078$47.9K<0.1%+57+1.4%AddedHolders
Q1 20244,021$46.1K<0.1%+46+1.2%AddedHolders
Q4 20233,975$45.5K<0.1%−201,646−98.1%ReducedHolders
Q3 2023205,621$2.08M0.2%−1,499−0.7%ReducedHolders
Q2 2023207,120$2.33M0.2%+550.0%AddedHolders
Q1 2023207,065$2.39M0.2%+570.0%AddedHolders
Q4 2022207,008$2.44M0.2%+690.0%AddedHolders
Q3 2022206,939$2.28M0.2%+198,711+2,415.1%AddedHolders
Q2 20228,228$103.0K<0.1%−287,700−97.2%ReducedHolders
Q1 2022295,928$3.95M0.4%+1,826+0.6%AddedHolders
Q4 2021294,102$4.74M0.4%+1,756+0.6%AddedHolders
Q3 2021292,346$4.57M0.5%+1,667+0.6%AddedHolders
Q2 2021290,679$4.65M0.7%+2,044+0.7%AddedHolders
Q1 2021288,635$4.37M0.9%––Holders

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