JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
NVEE holding history
NV5 Global, 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.
NVEE overviewAll 13F holders of NVEEFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −12−100.0% | Sold outConverted for a 4-for-1 split | Holders |
| Q3 2024 | 3 | $281 | <0.1% | −1−25.0% | Reduced | Holders |
| Q2 2024 | 4 | $372 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 4 | $393 | <0.1% | −1−20.0% | Reduced | Holders |
| Q4 2023 | 5 | $556 | <0.1% | +3+150.0% | Added | Holders |
| Q3 2023 | 2 | $193 | <0.1% | −1−33.3% | Reduced | Holders |
| Q2 2023 | 3 | $333 | <0.1% | −1−25.0% | Reduced | Holders |
| Q1 2023 | 4 | $416 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 4 | $529 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 4 | $0 | 0.0% | +1+33.3% | Added | Holders |
| Q2 2022 | 3 | $0 | 0.0% | +1+50.0% | Added | Holders |
| Q1 2022 | 2 | $0 | 0.0% | +2 | New | Holders |