JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WY holding history

Weyerhaeuser 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.

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

Shares (Q2 2026): 29
Value: $695
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of WY by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29	$695	<0.1%	−1−3.3%	Reduced	Holders
Q1 2026	30	$733	<0.1%	00.0%	Unchanged	Holders
Q4 2025	30	$711	<0.1%	+28+1,400.0%	Added	Holders
Q3 2025	2	$50	<0.1%	00.0%	Unchanged	Holders
Q2 2025	2	$52	<0.1%	−17−89.5%	Reduced	Holders
Q1 2025	19	$557	<0.1%	+17+850.0%	Added	Holders
Q4 2024	2	$57	<0.1%	00.0%	Unchanged	Holders
Q3 2024	2	$68	<0.1%	00.0%	Unchanged	Holders
Q2 2024	2	$57	<0.1%	−7−77.8%	Reduced	Holders
Q1 2024	9	$324	<0.1%	−30−76.9%	Reduced	Holders
Q4 2023	39	$1.36K	<0.1%	+39	New	Holders
Q3 2023	0	$0	0.0%	−1,070−100.0%	Sold out	Holders
Q2 2023	1,070	$35.9K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	1,070	$32.2K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	1,070	$33.2K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	1,070	$31.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	1,070	$35.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	1,070	$41.0K	<0.1%	−5−0.5%	Reduced	Holders
Q4 2021	1,075	$44.0K	<0.1%	+5+0.5%	Added	Holders
Q3 2021	1,070	$38.0K	<0.1%	−10−0.9%	Reduced	Holders
Q2 2021	1,080	$37.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	1,080	$38.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.