JFS WEALTH ADVISORS, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Hermitage, PA
CIK
0001568068
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 1,974 1,111,772 13F-HR 8/7/2023 000156806823000004 JFS WEALTH ADVISORS, LLC
Q1 2023 1,952 1,060,430 13F-HR 4/19/2023 000156806823000003 JFS WEALTH ADVISORS, LLC
Q4 2022 1,944 1,021,914 13F-HR 2/13/2023 000156806823000002 JFS WEALTH ADVISORS, LLC
Q3 2022 1,943 911,716 13F-HR 10/20/2022 000156806822000004 JFS WEALTH ADVISORS, LLC
Q2 2022 1,944 947,065 13F-HR 8/2/2022 000156806822000003 JFS WEALTH ADVISORS, LLC
Q1 2022 1,945 1,059,455 13F-HR 5/2/2022 000156806822000002 JFS WEALTH ADVISORS, LLC
Q4 2021 1,919 1,060,611 13F-HR 2/3/2022 000156806822000001 JFS WEALTH ADVISORS, LLC
Q3 2021 839 974,297 13F-HR 11/8/2021 000156806821000004 JFS WEALTH ADVISORS, LLC
Q2 2021 605 669,785 13F-HR 8/4/2021 000156806821000003 JFS WEALTH ADVISORS, LLC
Q1 2021 600 490,225 13F-HR 4/28/2021 000156806821000002 JFS WEALTH ADVISORS, LLC
Q4 2020 586 476,342 13F-HR 2/1/2021 000156806821000001 JFS WEALTH ADVISORS, LLC
Q3 2020 578 420,593 13F-HR 10/28/2020 000156806820000004 JFS WEALTH ADVISORS, LLC
Q2 2020 558 385,863 13F-HR 8/5/2020 000156806820000003 JFS WEALTH ADVISORS, LLC
Q1 2020 526 333,524 13F-HR 4/29/2020 000156806820000002 JFS WEALTH ADVISORS, LLC
Q4 2019 530 406,112 13F-HR 2/3/2020 000156806820000001 JFS WEALTH ADVISORS, LLC
Q3 2019 533 392,079 13F-HR 10/31/2019 000156806819000004 JFS WEALTH ADVISORS, LLC
Q2 2019 472 395,081 13F-HR 8/6/2019 000156806819000003 JFS WEALTH ADVISORS, LLC
Q1 2019 475 383,516 13F-HR 4/23/2019 000156806819000002 JFS WEALTH ADVISORS, LLC
Q4 2018 465 373,343 13F-HR 1/28/2019 000156806819000001 JFS WEALTH ADVISORS, LLC
Q3 2018 538 388,380 13F-HR 11/9/2018 000156806818000004 JFS WEALTH ADVISORS, LLC
Q2 2018 472 379,813 13F-HR 7/26/2018 000156806818000003 JFS WEALTH ADVISORS, LLC
Q1 2018 547 378,896 13F-HR 4/26/2018 000156806818000002 JFS WEALTH ADVISORS, LLC
Q4 2017 551 408,294 13F-HR 1/31/2018 000156806818000001 JFS WEALTH ADVISORS, LLC
Q3 2017 455 387,063 13F-HR 10/20/2017 000156806817000004 JFS WEALTH ADVISORS, LLC
Q2 2017 427 364,144 13F-HR 7/28/2017 000156806817000003 JFS WEALTH ADVISORS, LLC
Q1 2017 450 369,268 13F-HR 4/24/2017 000156806817000002 JFS WEALTH ADVISORS, LLC
Q4 2016 449 369,268 13F-HR 1/30/2017 000156806817000001 JFS WEALTH ADVISORS, LLC
Q3 2016 491 349,907 13F-HR 10/26/2016 000156806816000008 JFS WEALTH ADVISORS, LLC
Q2 2016 508 361,979 13F-HR 7/25/2016 000156806816000007 JFS WEALTH ADVISORS, LLC
Q1 2016 649 339,325 13F-HR 4/25/2016 000156806816000006 JFS WEALTH ADVISORS, LLC
Q4 2015 548 347,212 13F-HR 2/3/2016 000156806816000005 JFS WEALTH ADVISORS, LLC
Q3 2015 488 227,146 13F-HR 10/27/2015 000156806815000004 JFS WEALTH ADVISORS, LLC
Q2 2015 512 194,802 13F-HR 7/31/2015 000156806815000003 JFS WEALTH ADVISORS, LLC
Q1 2015 515 213,217 13F-HR 4/28/2015 000156806815000002 JFS WEALTH ADVISORS, LLC
Q4 2014 533 629,386 13F-HR 1/23/2015 000156806815000001 JFS WEALTH ADVISORS, LLC
Q3 2014 495 572,100 13F-HR 10/29/2014 000156806814000006 JFS WEALTH ADVISORS, LLC
Q2 2014 488 546,278 13F-HR 7/29/2014 000156806814000005 JFS WEALTH ADVISORS, LLC
Q1 2014 112 180,504 13F-HR 4/17/2014 000156806814000004 JFS WEALTH ADVISORS, LLC
Q4 2013 128 229,579 13F-HR 1/14/2014 000156806814000001 JFS WEALTH ADVISORS, LLC