4WEALTH ADVISORS, INC. JBS — JBS N.V.

Ownership history in 4WEALTH ADVISORS, INC.  ·  5 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported JBS N.V. (JBS) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows JBS at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in JBS N.V., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JBS was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JBS stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held JBS — position size vs. price
% of Fund (quarterly)    JBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 32,442 +4,072 +14.4% 0.26% $369K 2026-10-13 $12.93
2026 Q2 REDUCED 46.5% -2.1% ✅ 28,370 -24,669 -46.5% 0.27% $347K 2026-07-17 $11.91
2026 Q1 ADDED — — — 53,039 +2,678 +5.3% 0.79% $920K 2026-04-27 $15.07
2025 Q4 ADDED — — — 50,361 +11,332 +29.0% 0.62% $726K 2026-01-21 $14.13
2025 Q3 INITIATED — — — 39,029 — — 0.52% $583K 2025-10-28 $12.23

🏢 Other funds also holding JBS

As of 2026 Q3 — sorted by position size

A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.18% Miller Global Investments, LLC 0.17% Atlas Brown,Inc. 3Y 7Y 0.07% Harbour Capital Advisors, LLC 3Y 7Y 0.07% Lincoln Capital LLC 3Y 7Y 0.05% Wedmont Private Capital 3Y 0.02% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.0% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.0% IFM Investors Pty Ltd 3Y 7Y 0.0%

FAQ About 4WEALTH ADVISORS, INC. and JBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning JBS?

4WEALTH ADVISORS, INC. reported JBS across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported JBS position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for JBS was 0.79% in 2026 Q1.

What is the latest reported JBS position on this page?

The most recent filing on this page is 2026 Q3, when 4WEALTH ADVISORS, INC. reported 32,442 shares, equal to 0.26% of portfolio, with an estimated market value of $369K.

What does the chart on this JBS ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly JBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their JBS position?

Based on 13F filing dates vs. subsequent JBS price moves, 4WEALTH ADVISORS, INC. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on JBS relative to SPY over the holding period was +814.6%.

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