JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
SASR holding history
Sandy Spring Bancorp 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.
SASR overviewAll 13F holders of SASRFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −4−100.0% | Sold out | Holders |
| Q3 2023 | 4 | $86 | <0.1% | −15−78.9% | Reduced | Holders |
| Q2 2023 | 19 | $431 | <0.1% | +12+171.4% | Added | Holders |
| Q1 2023 | 7 | $182 | <0.1% | −10−58.8% | Reduced | Holders |
| Q4 2022 | 17 | $599 | <0.1% | −9−34.6% | Reduced | Holders |
| Q3 2022 | 26 | $1.00K | <0.1% | +17+188.9% | Added | Holders |
| Q2 2022 | 9 | $0 | 0.0% | −8−47.1% | Reduced | Holders |
| Q1 2022 | 17 | $1.00K | <0.1% | +12+240.0% | Added | Holders |
| Q4 2021 | 5 | $0 | 0.0% | +5 | New | Holders |