JFS WEALTH ADVISORS, LLC
Position in ALLW — State Street(R) Bridgewater(R) All Weather(R) ETF
CIK 1568068
HERMITAGE, PA
All Filings in ALLW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,689 | 29,781 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $826,956 | 28,664 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $787,973 | 28,664 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $127,467 | 4,572 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||