Skip to main content

JFS WEALTH ADVISORS, LLC

Position in WDFC — Wd 40 Co

CIK 1568068 HERMITAGE, PA

Position in WDFC

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$2,436
+$1,213 QoQ
Shares Held
10
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 383 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WDFC Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $1,179,247 across 33 Specialty Chemicals names. WDFC ranks #21 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WDFC

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,436 10
2026-03-31 $1,223 6
2025-12-31 $1,772 9
2025-09-30 $1,383 7
2025-06-30 $1,596 7
2025-03-31 $1,952 8
2024-12-31 $1,941 8
2024-09-30 $2,063 8
2024-06-30 $1,757 8
2024-03-31 $2,026 8
2023-12-31 $1,912 8
2023-09-30 $1,625 8
2023-06-30 $1,320 7
2023-03-31 $1,424 8
2022-12-31 $1,289 8
2022-09-30 $1,581 9
2022-06-30 $2,013 10
2022-03-31 $366 2
2021-12-31 $489 2