JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
UPBD holding history
Upbound Group, 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.
UPBD overviewAll 13F holders of UPBDFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q3 2025 | 3 | $71 | <0.1% | −4−57.1% | Reduced | Holders |
| Q2 2025 | 7 | $176 | <0.1% | −39−84.8% | Reduced | Holders |
| Q1 2025 | 46 | $1.10K | <0.1% | −2−4.2% | Reduced | Holders |
| Q4 2024 | 48 | $1.40K | <0.1% | −2−4.0% | Reduced | Holders |
| Q3 2024 | 50 | $1.60K | <0.1% | +4+8.7% | Added | Holders |
| Q2 2024 | 46 | $1.41K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 46 | $1.62K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 46 | $1.56K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 46 | $1.35K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 46 | $1.43K | <0.1% | +2+4.5% | Added | Holders |
| Q1 2023 | 44 | $1.08K | <0.1% | −1−2.2% | Reduced | Holders |
| Q4 2022 | 45 | $1.01K | <0.1% | +1+2.3% | Added | Holders |
| Q3 2022 | 44 | $1.00K | <0.1% | −8−15.4% | Reduced | Holders |
| Q2 2022 | 52 | $1.00K | <0.1% | +50+2,500.0% | Added | Holders |
| Q1 2022 | 2 | $0 | 0.0% | −11−84.6% | Reduced | Holders |
| Q4 2021 | 13 | $1.00K | <0.1% | +13 | New | Holders |