JFS WEALTH ADVISORS, LLC ALG — ALAMO GROUP INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported ALAMO GROUP INC (ALG) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows ALG at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFS WEALTH ADVISORS, LLC's position in ALAMO GROUP INC, 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 Q2

ALG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

ALG stock page JFS WEALTH ADVISORS, LLC fund profile JFS WEALTH ADVISORS, LLC full holdings
How JFS WEALTH ADVISORS, LLC held ALG — position size vs. price
% of Fund (quarterly)    ALG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8 +3 +60.0% 0.00% $1K 2026-07-10 $161.48
2026 Q1 UNCHANGED — — — 5 — 0% 0.00% $825 2026-04-21 $169.18
2025 Q4 ADDED — — — 5 +1 +25.0% 0.00% $840 2026-01-14 $189.98
2025 Q3 UNCHANGED — — — 4 — 0% 0.00% $764 2025-11-10 $164.80
2025 Q2 REDUCED 42.9% -12.7% ✅ 4 -3 -42.9% 0.00% $874 2025-07-24 $216.12
2025 Q1 UNCHANGED — — — 7 — 0% 0.00% $1K 2025-04-22 $164.65
2024 Q4 ADDED — — — 7 +1 +16.7% 0.00% $1K 2025-01-31 $184.00
2024 Q3 ADDED — — — 6 +2 +50.0% 0.00% $1K 2024-10-25 $170.05
2024 Q2 UNCHANGED — — — 4 — 0% 0.00% $692 2024-07-15 $173.17
2024 Q1 UNCHANGED — — — 4 — 0% 0.00% $914 2024-04-30 $191.86
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALG

As of 2026 Q2 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 0.32% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% MJT & Associates Financial Advisory Group, Inc. 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Arlington Trust Co LLC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About JFS WEALTH ADVISORS, LLC and ALG

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

How long has JFS WEALTH ADVISORS, LLC reported owning ALG?

JFS WEALTH ADVISORS, LLC reported ALG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ALG position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ALG was 0.00% in 2024 Q4.

What is the latest reported ALG position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this ALG ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly ALG 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 JFS WEALTH ADVISORS, LLC time their ALG position?

Based on 13F filing dates vs. subsequent ALG price moves, JFS WEALTH ADVISORS, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on ALG relative to SPY over the holding period was +97.6%.

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