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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SID holding history

National Steel 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.

SID overviewAll 13F holders of SIDFull Q2 2026 holdings

Shares (Q2 2026)
1,716
Value
$1.57K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of SID by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,716$1.57K<0.1%00.0%UnchangedHolders
Q1 20261,716$2.13K<0.1%00.0%UnchangedHolders
Q4 20251,716$2.75K<0.1%00.0%UnchangedHolders
Q3 20251,716$2.57K<0.1%00.0%UnchangedHolders
Q2 20251,716$2.40K<0.1%+1,716NewHolders
Q1 20250$00.0%−1,198−100.0%Sold outHolders
Q4 20241,198$1.73K<0.1%+504+72.6%AddedHolders
Q3 2024694$1.66K<0.1%+354+104.1%AddedHolders
Q2 2024340$782<0.1%+65+23.6%AddedHolders
Q1 2024275$861<0.1%00.0%UnchangedHolders
Q4 2023275$1.08K<0.1%+93+51.1%AddedHolders
Q3 2023182$435<0.1%−21−10.3%ReducedHolders
Q2 2023203$526<0.1%−104−33.9%ReducedHolders
Q1 2023307$943<0.1%00.0%UnchangedHolders
Q4 2022307$847<0.1%00.0%UnchangedHolders
Q3 2022307$1.00K<0.1%+307NewHolders
Q2 20220$00.0%−274−100.0%Sold outHolders
Q1 2022274$1.00K<0.1%+274NewHolders