JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

NML holding history

Neuberger Energy Infrastructure & Income Fund 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.

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

Shares (Q2 2026): 140
Value: $1.42K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2021

Holdings of NML by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	140	$1.42K	<0.1%	+140	New	Holders
Q2 2021	0	$0	0.0%	−330−100.0%	Sold out	Holders
Q1 2021	330	$1.00K	<0.1%	–	–	Holders

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