JFS WEALTH ADVISORS, LLC KGS — KODIAK GAS SVCS INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported KODIAK GAS SVCS INC (KGS) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows KGS 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.

What this KGS 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 KODIAK GAS SVCS 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 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.

KGS stock page JFS WEALTH ADVISORS, LLC fund profile JFS WEALTH ADVISORS, LLC full holdings
How JFS WEALTH ADVISORS, LLC held KGS — position size vs. price
% of Fund (quarterly)    KGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 59 +17 +40.5% 0.00% $4K 2026-07-10 $67.84
2026 Q1 REDUCED 23.6% +28.5% ❌ 42 -13 -23.6% 0.00% $2K 2026-04-21 $62.57
2025 Q4 ADDED — — — 55 +39 +243.8% 0.00% $2K 2026-01-14 $35.59
2025 Q3 REDUCED 36.0% +0.9% ❌ 16 -9 -36.0% 0.00% $592 2025-11-10 $33.52
2025 Q2 ADDED — — — 25 +23 +1150.0% 0.00% $857 2025-07-24 $30.42
2025 Q1 INITIATED — — — 2 — — 0.00% $75 2025-04-22 $31.41

🏢 Other funds also holding KGS

As of 2026 Q2 — sorted by position size

Connective Portfolio Management, LLC 3Y 1.63% Stablepoint Partners, LLC 0.31% Hilltop National Bank 0.02% GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01% Ares Financial Consulting, LLC 0.0% Noble Wealth Management PBC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About JFS WEALTH ADVISORS, LLC and KGS

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 KGS?

JFS WEALTH ADVISORS, LLC reported KGS across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for KGS was 0.00% in 2026 Q2.

What is the latest reported KGS position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 59 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this KGS ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly KGS 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 KGS position?

Based on 13F filing dates vs. subsequent KGS price moves, JFS WEALTH ADVISORS, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on KGS relative to SPY over the holding period was +38.6%.

← Back to JFS WEALTH ADVISORS, LLC Holdings