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JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

XM holding history

Qualtrics International 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.

XM overviewAll 13F holders of XMFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of XM by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−200−100.0%Sold outHolders
Q3 2022200$2.00K<0.1%00.0%UnchangedHolders
Q2 2022200$3.00K<0.1%00.0%UnchangedHolders
Q1 2022200$6.00K<0.1%00.0%UnchangedHolders
Q4 2021200$7.00K<0.1%+200NewHolders