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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

TRI holding history

Thomson Reuters Corp 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of TRI by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−19−100.0%Sold outHolders
Q4 202519$2.51K<0.1%−10−34.5%ReducedHolders
Q3 202529$4.50K<0.1%00.0%UnchangedHolders
Q2 202529$5.83K<0.1%00.0%UnchangedHolders
Q1 202529$5.01K<0.1%−2−6.5%ReducedHolders
Q4 202431$4.97K<0.1%−11−26.2%ReducedHolders
Q3 202442$7.17K<0.1%00.0%UnchangedHolders
Q2 202442$7.08K<0.1%−33−44.0%ReducedHolders
Q1 202475$11.7K<0.1%+3+4.2%AddedHolders
Q4 202372$10.5K<0.1%00.0%UnchangedHolders
Q3 202372$8.81K<0.1%00.0%UnchangedHolders
Q2 202372$9.72K<0.1%−3−4.0%ReducedHolders
Q1 202375$9.76K<0.1%−1−1.3%ReducedHolders
Q4 202276$8.67K<0.1%−7−8.4%ReducedHolders
Q3 202283$9.00K<0.1%+15+22.1%AddedHolders
Q2 202268$7.00K<0.1%−23−25.3%ReducedHolders
Q1 202291$10.0K<0.1%+25+37.9%AddedHolders
Q4 202166$8.00K<0.1%+11+20.0%AddedHolders
Q3 202155$6.00K<0.1%00.0%UnchangedHolders
Q2 202155$5.00K<0.1%00.0%UnchangedHolders
Q1 202155$5.00K<0.1%––Holders

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