JFS WEALTH ADVISORS, LLC LBTYA — LIBERTY GLOBAL PLC

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

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported LIBERTY GLOBAL PLC (LBTYA) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows LBTYA 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 LBTYA 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 LIBERTY GLOBAL PLC, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

LBTYA stock page JFS WEALTH ADVISORS, LLC fund profile JFS WEALTH ADVISORS, LLC full holdings
How JFS WEALTH ADVISORS, LLC held LBTYA — position size vs. price
% of Fund (quarterly)    LBTYA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 116 — 0% 0.00% $1K 2026-07-10 $10.61
2026 Q1 REDUCED 10.1% -4.5% ✅ 116 -13 -10.1% 0.00% $1K 2026-04-21 $12.39
2025 Q4 ADDED — — — 129 +44 +51.8% 0.00% $1K 2026-01-14 $10.54
2025 Q3 ADDED — — — 85 +20 +30.8% 0.00% $975 2025-11-10 $10.92
2025 Q2 REDUCED 37.5% +15.9% ❌ 65 -39 -37.5% 0.00% $651 2025-07-24 $10.04
2025 Q1 ADDED — — — 104 +87 +511.8% 0.00% $1K 2025-04-22 $10.56
2024 Q4 REDUCED 79.5% -9.8% ✅ 17 -66 -79.5% 0.00% $217 2025-01-31 $11.51
2024 Q3 ADDED — — — 83 +22 +36.1% 0.00% $2K 2024-10-25 $10.72
2024 Q2 ADDED — — — 61 +16 +35.6% 0.00% $1K 2024-07-15 $9.62
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LBTYA

As of 2026 Q2 — sorted by position size

Central Pacific Bank - Trust Division 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% GAMMA Investing LLC 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% Community Financial Services Group, LLC 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About JFS WEALTH ADVISORS, LLC and LBTYA

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 LBTYA?

JFS WEALTH ADVISORS, LLC reported LBTYA across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for LBTYA was 0.00% in 2024 Q3.

What is the latest reported LBTYA position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 116 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this LBTYA ownership page compare?

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

Based on 13F filing dates vs. subsequent LBTYA price moves, JFS WEALTH ADVISORS, LLC correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on LBTYA relative to SPY over the holding period was -1.2%.

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