JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

RWT holding history

Redwood Trust 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.

RWT overview All 13F holders of RWT Full Q2 2026 holdings

Shares (Q2 2026): 29
Value: $138
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2023

Holdings of RWT by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29	$138	<0.1%	+29	New	Holders
Q2 2024	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q1 2024	5	$32	<0.1%	−576−99.1%	Reduced	Holders
Q4 2023	581	$4.31K	<0.1%	+581	New	Holders