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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

WRK holding history

WestRock Co 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.

WRK overviewAll 13F holders of WRKFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of WRK by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−130−100.0%Sold outHolders
Q2 2024130$6.53K<0.1%00.0%UnchangedHolders
Q1 2024130$6.43K<0.1%00.0%UnchangedHolders
Q4 2023130$5.40K<0.1%00.0%UnchangedHolders
Q3 2023130$4.65K<0.1%00.0%UnchangedHolders
Q2 2023130$3.78K<0.1%−22−14.5%ReducedHolders
Q1 2023152$4.63K<0.1%+55+56.7%AddedHolders
Q4 202297$3.41K<0.1%+89+1,112.5%AddedHolders
Q3 20228$00.0%−197−96.1%ReducedHolders
Q2 2022205$8.00K<0.1%+79+62.7%AddedHolders
Q1 2022126$6.00K<0.1%+75+147.1%AddedHolders
Q4 202151$2.00K<0.1%+51NewHolders