JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
TY holding history
TRI-CONTINENTAL 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.
TY overviewAll 13F holders of TYFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −64−100.0% | Sold out | Holders |
| Q3 2025 | 64 | $2.18K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 64 | $2.03K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 64 | $1.96K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 64 | $2.03K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 64 | $2.12K | <0.1% | −768−92.3% | Reduced | Holders |
| Q2 2024 | 832 | $25.8K | <0.1% | −273−24.7% | Reduced | Holders |
| Q1 2024 | 1,105 | $34.0K | <0.1% | +9+0.8% | Added | Holders |
| Q4 2023 | 1,096 | $31.6K | <0.1% | +14+1.3% | Added | Holders |
| Q3 2023 | 1,082 | $28.8K | <0.1% | +10+0.9% | Added | Holders |
| Q2 2023 | 1,072 | $29.4K | <0.1% | +13+1.2% | Added | Holders |
| Q1 2023 | 1,059 | $28.1K | <0.1% | +12+1.1% | Added | Holders |
| Q4 2022 | 1,047 | $26.8K | <0.1% | +1,047 | New | Holders |