JFS Wealth Advisors, LLC
- SEC CIK
- 0001568068
- Latest filing
- Jul 10, 2026
WFC.PL holding history
Wells Fargo & Company 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.
WFC.PL overviewAll 13F holders of WFC.PLFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −20−100.0% | Sold out | Holders |
| Q3 2023 | 20 | $22.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 20 | $23.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 20 | $23.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 20 | $23.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 20 | $24.0K | <0.1% | +20 | New | Holders |