Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

PRIM holding history

Primoris Services Corp 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.

PRIM overviewAll 13F holders of PRIMFull Q2 2026 holdings

Shares (Q2 2026)
42
Value
$4.17K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of PRIM by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642$4.17K<0.1%00.0%UnchangedHolders
Q1 202642$6.01K<0.1%+3+7.7%AddedHolders
Q4 202539$4.84K<0.1%+13+50.0%AddedHolders
Q3 202526$3.57K<0.1%+2+8.3%AddedHolders
Q2 202524$1.87K<0.1%+19+380.0%AddedHolders
Q1 20255$288<0.1%−16−76.2%ReducedHolders
Q4 202421$1.60K<0.1%+21NewHolders
Q4 20220$00.0%−10−100.0%Sold outHolders
Q3 202210$00.0%+1+11.1%AddedHolders
Q2 20229$00.0%+2+28.6%AddedHolders
Q1 20227$00.0%+5+250.0%AddedHolders
Q4 20212$00.0%+2NewHolders