Position in WS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,544
+$330 QoQ
Shares Held
46
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 42 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $154,641 across 10 Steel names. WS ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STLD |
Steel Dynamics Inc
|
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.
This page
|
46 | $1,544 |
All Filings in WS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544 | 46 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,214 | 40 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,384 | 40 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,215 | 40 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,193 | 40 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,038 | 41 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,304 | 41 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,394 | 41 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,367 | 41 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,469 | 41 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,152 | 41 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||