JFS WEALTH ADVISORS, LLC

Position in STLD — Steel Dynamics Inc

CIK 1568068 HERMITAGE, PA

Position in STLD

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$54,152

+$12,572 QoQ

Shares Held

236

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#231

of 301 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $154,641 across 10 Steel names. STLD ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STLD	Steel Dynamics Inc This page	236	$54,152
2	NUE	Nucor Corp	206	$45,886
3	RS	Reliance, Inc.	75	$28,020
4	MT	ArcelorMittal	162	$9,755
5	PKX	Posco Holdings Inc.	173	$8,888
6	CLF	Cleveland-Cliffs Inc.	382	$3,586
7	SID	National Steel Co	1,716	$1,578
8	WS	Worthington Steel, Inc.	46	$1,544

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,152	236	+2.2%	Shares	Sole	2026-07-10
2026-03-31	$41,580	231	+1.3%	Shares	Sole	2026-04-21
2025-12-31	$38,634	228	+22.6%	Shares	Sole	2026-01-14
2025-09-30	$25,933	186	0.0%	Shares	Sole	2025-11-10
2025-06-30	$23,809	186	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$23,389	187	+1.6%	Shares	Sole	2025-04-22
2024-12-31	$20,988	184	-1.1%	Shares	Sole	2025-01-31
2024-09-30	$23,450	186	+1.6%	Shares	Sole	2024-10-25
2024-06-30	$23,698	183	-8.5%	Shares	Sole	2024-07-15
2024-03-31	$29,646	200	-2.4%	Shares	Sole	2024-04-30
2023-12-31	$24,210	205	0.0%	Shares	Sole	2024-02-07
2023-09-30	$21,980	205	-0.5%	Shares	Sole	2023-11-02
2023-06-30	$22,439	206	0.0%	Shares	Sole	2023-08-07
2023-03-31	$23,290	206	-4.6%	Shares	Sole	2023-04-19
2022-12-31	$21,103	216	+6.4%	Shares	Sole	2023-02-13
2022-09-30	$14,402	203	+20.1%	Shares	Sole	2022-10-21
2022-06-30	$11,179	169	+7.0%	Shares	Sole	2022-08-02
2022-03-31	$13,181	158	+177.2%	Shares	Sole	2022-05-02
2021-12-31	$3,537	57	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.