JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
WD holding history
Walker & Dunlop, 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.
WD overviewAll 13F holders of WDFull Q2 2026 holdings
- Shares (Q2 2026)
- 6
- Value
- $329
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $329 | <0.1% | +6 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −16−100.0% | Sold out | Holders |
| Q4 2025 | 16 | $963 | <0.1% | +10+166.7% | Added | Holders |
| Q3 2025 | 6 | $502 | <0.1% | −2−25.0% | Reduced | Holders |
| Q2 2025 | 8 | $564 | <0.1% | −21−72.4% | Reduced | Holders |
| Q1 2025 | 29 | $2.48K | <0.1% | +6+26.1% | Added | Holders |
| Q4 2024 | 23 | $2.24K | <0.1% | +4+21.1% | Added | Holders |
| Q3 2024 | 19 | $2.16K | <0.1% | +1+5.6% | Added | Holders |
| Q2 2024 | 18 | $1.77K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 18 | $1.82K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 18 | $2.00K | <0.1% | −4−18.2% | Reduced | Holders |
| Q3 2023 | 22 | $1.63K | <0.1% | −2−8.3% | Reduced | Holders |
| Q2 2023 | 24 | $1.90K | <0.1% | +16+200.0% | Added | Holders |
| Q1 2023 | 8 | $610 | <0.1% | −12−60.0% | Reduced | Holders |
| Q4 2022 | 20 | $1.57K | <0.1% | −4−16.7% | Reduced | Holders |
| Q3 2022 | 24 | $2.00K | <0.1% | −2−7.7% | Reduced | Holders |
| Q2 2022 | 26 | $3.00K | <0.1% | +2+8.3% | Added | Holders |
| Q1 2022 | 24 | $3.00K | <0.1% | +12+100.0% | Added | Holders |
| Q4 2021 | 12 | $2.00K | <0.1% | +12 | New | Holders |