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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SCL holding history

Stepan Co 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.

SCL overviewAll 13F holders of SCLFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$168
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of SCL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$168<0.1%+3NewHolders
Q1 20250$00.0%−11−100.0%Sold outHolders
Q4 202411$712<0.1%+3+37.5%AddedHolders
Q3 20248$618<0.1%−7−46.7%ReducedHolders
Q2 202415$1.26K<0.1%00.0%UnchangedHolders
Q1 202415$1.35K<0.1%+8+114.3%AddedHolders
Q4 20237$662<0.1%−9−56.3%ReducedHolders
Q3 202316$1.20K<0.1%+3+23.1%AddedHolders
Q2 202313$1.24K<0.1%00.0%UnchangedHolders
Q1 202313$1.34K<0.1%−4−23.5%ReducedHolders
Q4 202217$1.81K<0.1%+4+30.8%AddedHolders
Q3 202213$1.00K<0.1%−1−7.1%ReducedHolders
Q2 202214$1.00K<0.1%+4+40.0%AddedHolders
Q1 202210$1.00K<0.1%+3+42.9%AddedHolders
Q4 20217$1.00K<0.1%+7NewHolders