JFS WEALTH ADVISORS, LLC STN STANTEC INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  17 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported STANTEC INC (STN) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows STN 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 STN 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 STANTEC 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

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

High-water mark
Peak Conviction
0.0% in 2025 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.

How JFS WEALTH ADVISORS, LLC held STN — position size vs. price
% of Fund (quarterly)    STN 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 REDUCED 59 -4 -6.3% 0.00% $4K 2026-07-10 $69.25
2026 Q1 UNCHANGED 63 0% 0.00% $5K 2026-04-21 $90.07
2025 Q4 ADDED 63 +25 +65.8% 0.00% $6K 2026-01-14 $97.93
2025 Q3 UNCHANGED 38 0% 0.00% $4K 2025-11-10 $106.45
2025 Q2 ADDED 38 +4 +11.8% 0.00% $4K 2025-07-24 $110.41
2025 Q1 REDUCED 8.1% +31.4% 34 -3 -8.1% 0.00% $3K 2025-04-22 $84.54
2024 Q4 UNCHANGED 37 0% 0.00% $3K 2025-01-31 $76.82
2024 Q3 UNCHANGED 37 0% 0.00% $3K 2024-10-25 $80.98
2024 Q2 UNCHANGED 37 0% 0.00% $3K 2024-07-15 $84.05
2024 Q1 ADDED 37 +3 +8.8% 0.00% $3K 2024-04-30 $78.53
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JFS WEALTH ADVISORS, LLC and STN

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 STN?

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

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

The largest reported portfolio weight for STN was 0.00% in 2025 Q4.

What is the latest reported STN 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 STN ownership page compare?

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

Based on 13F filing dates vs. subsequent STN price moves, JFS WEALTH ADVISORS, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on STN relative to SPY over the holding period was +59.0%.

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