Position in G
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,547
-$1,295 QoQ
Shares Held
129
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 474 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $3,412,976 across 25 Information Technology Services names. G ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
11,185 | $3,145,333 | |
| 2 | ACN |
Accenture plc
|
942 | $117,222 | |
| 3 | CDW |
CDW Corp
|
382 | $53,724 | |
| 4 | CACI |
Caci International Inc /De/
|
32 | $14,824 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
103 | $14,105 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
263 | $10,225 | |
| 7 | INFY |
Infosys Ltd
|
944 | $9,902 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
95 | $9,782 |
All Filings in G
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,547 | 129 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,842 | 130 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,689 | 143 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,063 | 97 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,577 | 104 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,549 | 130 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,166 | 97 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,803 | 97 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,736 | 85 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $494 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $520 | 15 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,773 | 49 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,832 | 102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,962 | 129 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,882 | 127 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,733 | 131 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,600 | 85 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,002 | 92 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,176 | 41 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||