Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SJI holding history

South Jersey Industries 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.

SJI overviewAll 13F holders of SJIFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of SJI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−77−100.0%Sold outHolders
Q4 202277$2.74K<0.1%+3+4.1%AddedHolders
Q3 202274$2.00K<0.1%−14−15.9%ReducedHolders
Q2 202288$3.00K<0.1%+30+51.7%AddedHolders
Q1 202258$2.00K<0.1%+36+163.6%AddedHolders
Q4 202122$1.00K<0.1%+22NewHolders