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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

SRDX holding history

Surmodics 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.

SRDX overviewAll 13F holders of SRDXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2021
Holdings of SRDX by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−225−100.0%Sold outHolders
Q3 2024225$8.73K<0.1%00.0%UnchangedHolders
Q2 2024225$9.46K<0.1%00.0%UnchangedHolders
Q1 2024225$6.60K<0.1%00.0%UnchangedHolders
Q4 2023225$8.18K<0.1%00.0%UnchangedHolders
Q3 2023225$7.22K<0.1%00.0%UnchangedHolders
Q2 2023225$7.04K<0.1%00.0%UnchangedHolders
Q1 2023225$5.13K<0.1%00.0%UnchangedHolders
Q4 2022225$7.68K<0.1%00.0%UnchangedHolders
Q3 2022225$7.00K<0.1%00.0%UnchangedHolders
Q2 2022225$8.00K<0.1%00.0%UnchangedHolders
Q1 2022225$10.0K<0.1%00.0%UnchangedHolders
Q4 2021225$11.0K<0.1%00.0%UnchangedHolders
Q3 2021225$13.0K<0.1%+225NewHolders