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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

NWN holding history

Northwest Natural Holding Co 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.

NWN overviewAll 13F holders of NWNFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$982
% of portfolio
<0.1%
Quarters held
13
Since Q3 2022
Holdings of NWN by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$982<0.1%+19+1,900.0%AddedHolders
Q1 20261$54<0.1%00.0%UnchangedHolders
Q4 20251$47<0.1%+1NewHolders
Q2 20250$00.0%−1−100.0%Sold outHolders
Q1 20251$43<0.1%00.0%UnchangedHolders
Q4 20241$40<0.1%00.0%UnchangedHolders
Q3 20241$41<0.1%00.0%UnchangedHolders
Q2 20241$37<0.1%00.0%UnchangedHolders
Q1 20241$38<0.1%00.0%UnchangedHolders
Q4 20231$39<0.1%+1NewHolders
Q3 20230$00.0%−1−100.0%Sold outHolders
Q2 20231$44<0.1%−1−50.0%ReducedHolders
Q1 20232$96<0.1%+1+100.0%AddedHolders
Q4 20221$48<0.1%−1−50.0%ReducedHolders
Q3 20222$00.0%+2NewHolders