JFS WEALTH ADVISORS, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1568068
HERMITAGE, PA
Position in ALLW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$826,956
+$38,983 QoQ
Shares Held
28,664
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||