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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

XP holding history

XP 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.

XP overviewAll 13F holders of XPFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of XP by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3−100.0%Sold outHolders
Q1 20263$58<0.1%00.0%UnchangedHolders
Q4 20253$50<0.1%00.0%UnchangedHolders
Q3 20253$57<0.1%00.0%UnchangedHolders
Q2 20253$61<0.1%−3−50.0%ReducedHolders
Q1 20256$83<0.1%00.0%UnchangedHolders
Q4 20246$72<0.1%00.0%UnchangedHolders
Q3 20246$108<0.1%00.0%UnchangedHolders
Q2 20246$106<0.1%−12−66.7%ReducedHolders
Q1 202418$462<0.1%−70−79.5%ReducedHolders
Q4 202388$2.29K<0.1%+88NewHolders