Position in KEX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,925
+$225 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 464 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $22,079 across 4 Marine Shipping names. KEX ranks #2 (45.0% of the industry book) .
All Filings in KEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,925 | 73 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,700 | 73 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,382 | 67 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,339 | 52 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,897 | 52 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,252 | 52 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,607 | 53 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,488 | 53 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,106 | 51 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,861 | 51 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,002 | 51 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,222 | 51 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,924 | 51 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,554 | 51 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,539 | 55 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,916 | 48 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,042 | 50 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,176 | 44 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $950 | 16 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||