Position in SEZL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$686
+$623 QoQ
Shares Held
4
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 323 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. SEZL ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in SEZL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686 | 4 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $63 | 1 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $63 | 1 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $397 | 5 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||