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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

NEO holding history

Neogenomics 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.

NEO overviewAll 13F holders of NEOFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$292
% of portfolio
<0.1%
Quarters held
8
Since Q2 2023
Holdings of NEO by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$292<0.1%+20NewHolders
Q1 20250$00.0%−30−100.0%Sold outHolders
Q4 202430$495<0.1%−1−3.2%ReducedHolders
Q3 202431$458<0.1%+1+3.3%AddedHolders
Q2 202430$417<0.1%00.0%UnchangedHolders
Q1 202430$472<0.1%−1−3.2%ReducedHolders
Q4 202331$502<0.1%+29+1,450.0%AddedHolders
Q3 20232$25<0.1%−9−81.8%ReducedHolders
Q2 202311$177<0.1%+11NewHolders