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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
752
Value
$45.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026752$45.2K<0.1%+16+2.2%AddedHolders
Q1 2026736$41.9K<0.1%00.0%UnchangedHolders
Q4 2025736$48.1K<0.1%−92−11.1%ReducedHolders
Q3 2025828$49.1K<0.1%00.0%UnchangedHolders
Q2 2025828$50.6K<0.1%00.0%UnchangedHolders
Q1 2025828$49.3K<0.1%00.0%UnchangedHolders
Q4 2024828$46.9K<0.1%−128−13.4%ReducedHolders
Q3 2024956$62.1K<0.1%00.0%UnchangedHolders
Q2 2024956$52.6K<0.1%+45+4.9%AddedHolders
Q1 2024911$45.7K<0.1%−1−0.1%ReducedHolders
Q4 2023912$44.2K<0.1%−7−0.8%ReducedHolders
Q3 2023919$45.4K<0.1%−6−0.6%ReducedHolders
Q2 2023925$48.2K<0.1%−65−6.6%ReducedHolders
Q1 2023990$51.4K<0.1%−164−14.2%ReducedHolders
Q4 20221,154$58.1K<0.1%−1,110−49.0%ReducedHolders
Q3 20222,264$99.0K<0.1%−196−8.0%ReducedHolders
Q2 20222,460$113.0K<0.1%−190−7.2%ReducedHolders
Q1 20222,650$121.0K<0.1%+1,020+62.6%AddedHolders
Q4 20211,630$88.0K<0.1%−753−31.6%ReducedHolders
Q3 20212,383$129.0K<0.1%+2,300+2,771.1%AddedHolders
Q2 202183$5.00K<0.1%00.0%UnchangedHolders
Q1 202183$5.00K<0.1%––Holders

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