JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WLL holding history

Whiting Holdings LLC 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2021

Holdings of WLL by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q2 2022	20	$1.00K	<0.1%	+7+53.8%	Added	Holders
Q1 2022	13	$1.00K	<0.1%	+10+333.3%	Added	Holders
Q4 2021	3	$0	0.0%	+3	New	Holders