JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

T overview All 13F holders of T Full Q2 2026 holdings

Shares (Q2 2026): 55,996
Value: $1.16M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,996	$1.16M	0.1%	−1,550−2.7%	Reduced	Holders
Q1 2026	57,546	$1.67M	0.1%	−868−1.5%	Reduced	Holders
Q4 2025	58,414	$1.45M	0.1%	−12,916−18.1%	Reduced	Holders
Q3 2025	71,330	$2.01M	0.1%	+7,262+11.3%	Added	Holders
Q2 2025	64,068	$1.85M	0.1%	−5,425−7.8%	Reduced	Holders
Q1 2025	69,493	$1.97M	0.1%	−2,225−3.1%	Reduced	Holders
Q4 2024	71,718	$1.63M	0.1%	−914−1.3%	Reduced	Holders
Q3 2024	72,632	$1.60M	0.1%	+37,821+108.6%	Added	Holders
Q2 2024	34,811	$665.2K	0.1%	+3,148+9.9%	Added	Holders
Q1 2024	31,663	$557.3K	<0.1%	+643+2.1%	Added	Holders
Q4 2023	31,020	$520.5K	<0.1%	−6,838−18.1%	Reduced	Holders
Q3 2023	37,858	$568.6K	0.1%	+723+1.9%	Added	Holders
Q2 2023	37,135	$592.3K	0.1%	−1,251−3.3%	Reduced	Holders
Q1 2023	38,386	$738.9K	0.1%	−6,385−14.3%	Reduced	Holders
Q4 2022	44,771	$824.2K	0.1%	+6,973+18.4%	Added	Holders
Q3 2022	37,798	$580.0K	0.1%	+2,684+7.6%	Added	Holders
Q2 2022	35,114	$736.0K	0.1%	+2,247+6.8%	Added	Holders
Q1 2022	32,867	$776.0K	0.1%	−8,419−20.4%	Reduced	Holders
Q4 2021	41,286	$1.02M	0.1%	+12,978+45.8%	Added	Holders
Q3 2021	28,308	$765.0K	0.1%	−13,871−32.9%	Reduced	Holders
Q2 2021	42,179	$1.21M	0.2%	−533−1.2%	Reduced	Holders
Q1 2021	42,712	$1.29M	0.3%	–	–	Holders

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