Position in WIT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,622
-$3,995 QoQ
Shares Held
721
-63.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 296 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $3,412,976 across 25 Information Technology Services names. WIT ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
11,185 | $3,145,333 | |
| 2 | ACN |
Accenture plc
|
942 | $117,222 | |
| 3 | CDW |
CDW Corp
|
382 | $53,724 | |
| 4 | CACI |
Caci International Inc /De/
|
32 | $14,824 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
103 | $14,105 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
263 | $10,225 | |
| 7 | INFY |
Infosys Ltd
|
944 | $9,902 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
95 | $9,782 |
All Filings in WIT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,622 | 721 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $5,617 | 1,978 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,202 | 1,978 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,973 | 1,978 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,276 | 2,378 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,418 | 2,378 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,704 | 1,189 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,252 | 1,189 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,836 | 1,189 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,508 | 989 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,840 | 1,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,699 | 572 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,286 | 732 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,271 | 702 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,713 | 1,213 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,502 | 283 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,397 | 700 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,444 | 148 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||