Position in SF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$14,302
-$851 QoQ
Shares Held
205
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 592 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. SF ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,870 | $2,902,631 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,357 | $2,155,150 | |
| 3 | WULF |
Terawulf Inc.
|
30,000 | $741,000 | |
| 4 | MS |
Morgan Stanley
|
2,607 | $544,967 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
593 | $59,466 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
83 | $23,379 | |
| 7 | NMR |
Nomura Holdings Inc
|
2,303 | $20,220 | |
| 8 | SF |
Stifel Financial Corp
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|
205 | $14,302 |
All Filings in SF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,302 | 205 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $15,153 | 205 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,529 | 132 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,347 | 100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,378 | 100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,671 | 92 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,759 | 92 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,638 | 92 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,489 | 89 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,957 | 89 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,154 | 89 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,021 | 98 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,191 | 87 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,140 | 87 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,661 | 97 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,450 | 105 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,688 | 48 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,296 | 78 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,323 | 33 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||