Position in LIF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$442
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 200 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. LIF ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in LIF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442 | 8 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||