Position in HLI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,304
-$1,738 QoQ
Shares Held
47
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
of 514 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. HLI ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,870 | $2,902,631 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,357 | $2,155,150 | |
| 3 | WULF |
Terawulf Inc.
|
30,000 | $741,000 | |
| 4 | MS |
Morgan Stanley
|
2,607 | $544,967 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
593 | $59,466 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
83 | $23,379 | |
| 7 | NMR |
Nomura Holdings Inc
|
2,303 | $20,220 | |
| 8 | SF |
Stifel Financial Corp
|
205 | $14,302 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,304 | 47 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,042 | 56 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,580 | 55 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,212 | 40 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,198 | 40 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,298 | 39 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,772 | 39 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,162 | 39 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,124 | 38 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,871 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,556 | 38 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,284 | 40 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,735 | 38 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,587 | 41 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,486 | 40 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,939 | 39 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,973 | 25 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,756 | 20 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,345 | 13 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||