Position in TR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,056
-$208 QoQ
Shares Held
52
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 230 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $165,583 across 3 Confectioners names. TR ranks #3 (1.2% of the industry book) .
All Filings in TR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056 | 52 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,264 | 53 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,684 | 46 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,509 | 36 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,204 | 36 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $755 | 24 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $775 | 24 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $774 | 25 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $733 | 24 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $768 | 24 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $864 | 26 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $656 | 22 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,026 | 29 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,392 | 31 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,319 | 31 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $931 | 28 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $706 | 20 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $769 | 22 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $326 | 9 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||