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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

PRFT holding history

Perficient 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.

PRFT overviewAll 13F holders of PRFTFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of PRFT by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6−100.0%Sold outHolders
Q3 20246$453<0.1%−1−14.3%ReducedHolders
Q2 20247$524<0.1%−2−22.2%ReducedHolders
Q1 20249$507<0.1%+3+50.0%AddedHolders
Q4 20236$395<0.1%00.0%UnchangedHolders
Q3 20236$348<0.1%−5−45.5%ReducedHolders
Q2 202311$917<0.1%+1+10.0%AddedHolders
Q1 202310$722<0.1%+1+11.1%AddedHolders
Q4 20229$628<0.1%+8+800.0%AddedHolders
Q3 20221$00.0%−6−85.7%ReducedHolders
Q2 20227$1.00K<0.1%00.0%UnchangedHolders
Q1 20227$1.00K<0.1%+4+133.3%AddedHolders
Q4 20213$00.0%+3NewHolders