Position in RTO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,288
-$482 QoQ
Shares Held
80
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 284 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $173,908 across 17 Specialty Business Services names. RTO ranks #11 (1.3% of the industry book) .
All Filings in RTO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,288 | 80 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,770 | 88 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,091 | 71 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,540 | 61 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $312 | 13 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $893 | 39 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,544 | 61 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,421 | 57 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,067 | 36 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,899 | 63 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,230 | 43 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,556 | 42 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,418 | 62 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||