Position in FA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$162
+$151 QoQ
Shares Held
9
+800.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 176 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FA Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $173,908 across 17 Specialty Business Services names. FA ranks #17 (0.1% of the industry book) .
All Filings in FA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162 | 9 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11 | 1 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $29 | 2 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $123 | 8 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $132 | 8 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $944 | 67 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,254 | 67 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,329 | 67 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,044 | 65 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,054 | 65 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,077 | 65 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $703 | 51 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $385 | 25 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $237 | 17 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $91 | 7 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||