JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WALD holding history

Waldencast 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of WALD by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−1,706−100.0%	Sold out	Holders
Q3 2023	1,706	$16.1K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	1,706	$13.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	1,706	$13.9K	<0.1%	+1,706	New	Holders