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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
227
Value
$6.71K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SIRI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026227$6.71K<0.1%+24+11.8%AddedHolders
Q1 2026203$4.68K<0.1%+55+37.2%AddedHolders
Q4 2025148$2.95K<0.1%+1+0.7%AddedHolders
Q3 2025147$3.43K<0.1%00.0%UnchangedHolders
Q2 2025147$3.38K<0.1%−41−21.8%ReducedHolders
Q1 2025188$4.24K<0.1%−102−35.2%ReducedHolders
Q4 2024290$6.61K<0.1%+290NewHolders
Q3 20240$00.0%−1,893−100.0%Sold outHolders
Q2 20241,893$5.36K<0.1%−2,336−55.2%ReducedHolders
Q1 20244,229$16.4K<0.1%+795+23.2%AddedHolders
Q4 20233,434$18.8K<0.1%+3+0.1%AddedHolders
Q3 20233,431$15.5K<0.1%+109+3.3%AddedHolders
Q2 20233,322$15.1K<0.1%+355+12.0%AddedHolders
Q1 20232,967$11.8K<0.1%−395−11.7%ReducedHolders
Q4 20223,362$19.6K<0.1%+18+0.5%AddedHolders
Q3 20223,344$19.0K<0.1%+138+4.3%AddedHolders
Q2 20223,206$20.0K<0.1%+37+1.2%AddedHolders
Q1 20223,169$21.0K<0.1%+243+8.3%AddedHolders
Q4 20212,926$19.0K<0.1%+136+4.9%AddedHolders
Q3 20212,790$17.0K<0.1%00.0%UnchangedHolders
Q2 20212,790$18.0K<0.1%00.0%UnchangedHolders
Q1 20212,790$17.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.