Position in FOUR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$6,559
+$6,119 QoQ
Shares Held
150
+2042.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $10,883,129 across 45 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,230 | $9,411,294 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,008 | $350,943 | |
| 3 | ORCL |
Oracle Corp
|
2,393 | $350,694 | |
| 4 | PANW |
Palo Alto Networks Inc
|
580 | $197,791 | |
| 5 | FTNT |
Fortinet, Inc.
|
660 | $101,389 | |
| 6 | TWLO |
Twilio Inc
|
424 | $87,483 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,724 | $82,228 | |
| 8 | NTAP |
NetApp, Inc.
|
325 | $50,297 |
All Filings in FOUR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,559 | 150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $440 | 7 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $541 | 7 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $693 | 7 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,470 | 18 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,698 | 26 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,594 | 18 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,246 | 17 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $726 | 11 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $817 | 11 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $609 | 11 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $475 | 7 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $379 | 5 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $55 | 1 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||