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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

WAY holding history

Waystar Holding 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.

WAY overviewAll 13F holders of WAYFull Q2 2026 holdings

Shares (Q2 2026)
28
Value
$575
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of WAY by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628$575<0.1%+28NewHolders
Q1 20260$00.0%−9−100.0%Sold outHolders
Q4 20259$295<0.1%+9NewHolders