JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

TPG holding history

TPG 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.

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

Shares (Q2 2026): 22
Value: $893
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2025

Holdings of TPG by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22	$893	<0.1%	+5+29.4%	Added	Holders
Q1 2026	17	$689	<0.1%	−10−37.0%	Reduced	Holders
Q4 2025	27	$1.72K	<0.1%	+27	New	Holders
Q2 2025	0	$0	0.0%	−10−100.0%	Sold out	Holders
Q1 2025	10	$475	<0.1%	+10	New	Holders