JFS WEALTH ADVISORS, LLC
CIK
0001568068
City
HERMITAGE
State / Country
PA
Holdings in NEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,428,047 | 122,790 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $1,397,336 | 122,681 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,338,693 | 122,591 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $1,372,033 | 122,503 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $1,381,213 | 122,448 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $1,464,421 | 122,341 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $47,547 | 4,149 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $45,298 | 4,092 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $44,495 | 4,045 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,068,190 | 213,656 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $2,352,004 | 215,188 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $2,392,301 | 215,135 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $2,445,459 | 215,080 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,279,106 | 215,010 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $133,738 | 11,382 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $5,802,610 | 441,599 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $6,858,820 | 439,668 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $6,650,075 | 437,793 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $6,845,733 | 436,034 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $6,430,264 | 433,891 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $6,079,335 | 402,605 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $5,751,702 | 401,095 | Shares | Sole | 2020-10-28 |
| 2020-06-30 | $5,138,746 | 369,694 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $4,560,150 | 336,791 | Shares | Sole | 2020-04-29 |