JFS WEALTH ADVISORS, LLC
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,440,773 | 144,656 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $1,423,137 | 144,481 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,353,534 | 144,300 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $1,395,071 | 144,119 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $1,419,366 | 143,952 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $1,501,167 | 143,790 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $83,020 | 8,369 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $79,821 | 8,246 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $77,192 | 8,117 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,112,409 | 251,777 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $2,423,201 | 253,473 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $2,528,542 | 253,361 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $2,385,577 | 253,246 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,310,958 | 253,117 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $94,268 | 9,233 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $3,825,529 | 337,646 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $4,559,567 | 335,509 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $4,395,002 | 333,460 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $4,475,466 | 331,516 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $4,268,582 | 329,112 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $3,818,411 | 292,823 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $3,598,465 | 291,138 | Shares | Sole | 2020-10-28 |
| 2020-06-30 | $3,032,221 | 254,381 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $2,534,301 | 216,422 | Shares | Sole | 2020-04-29 |