Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

PHI holding history

PLDT 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.

PHI overviewAll 13F holders of PHIFull Q2 2026 holdings

Shares (Q2 2026)
21
Value
$368
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of PHI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$368<0.1%00.0%UnchangedHolders
Q1 202621$442<0.1%−48−69.6%ReducedHolders
Q4 202569$1.50K<0.1%+24+53.3%AddedHolders
Q3 202545$842<0.1%+11+32.4%AddedHolders
Q2 202534$740<0.1%−61−64.2%ReducedHolders
Q1 202595$2.08K<0.1%+17+21.8%AddedHolders
Q4 202478$1.73K<0.1%−33−29.7%ReducedHolders
Q3 2024111$2.98K<0.1%00.0%UnchangedHolders
Q2 2024111$2.73K<0.1%−10−8.3%ReducedHolders
Q1 2024121$2.98K<0.1%+4+3.4%AddedHolders
Q4 2023117$2.74K<0.1%+38+48.1%AddedHolders
Q3 202379$1.63K<0.1%−34−30.1%ReducedHolders
Q2 2023113$2.64K<0.1%−10−8.1%ReducedHolders
Q1 2023123$3.11K<0.1%00.0%UnchangedHolders
Q4 2022123$2.80K<0.1%+123NewHolders
Q3 20220$00.0%−199−100.0%Sold outHolders
Q2 2022199$6.00K<0.1%−32−13.9%ReducedHolders
Q1 2022231$8.00K<0.1%+188+437.2%AddedHolders
Q4 202143$2.00K<0.1%+43NewHolders