JFS WEALTH ADVISORS, LLC TCPC β€” BLACKROCK TCP CAPITAL CORP

Ownership history in JFS WEALTH ADVISORS, LLC  Β·  1 quarter on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported BLACKROCK TCP CAPITAL CORP (TCPC) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows TCPC 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 TCPC 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 BLACKROCK TCP CAPITAL CORP, 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

TCPC 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
2026 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.

How JFS WEALTH ADVISORS, LLC held TCPC β€” position size vs. price
% of Fund (quarterly)    TCPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 80 β€” β€” 0.00% $269 2026-07-10 $3.26

FAQ About JFS WEALTH ADVISORS, LLC and TCPC

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 TCPC?

JFS WEALTH ADVISORS, LLC reported TCPC across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

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

What is the latest reported TCPC position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 80 shares, equal to 0.00% of portfolio, with an estimated market value of $269.

What does the chart on this TCPC ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly TCPC 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.

← Back to JFS WEALTH ADVISORS, LLC Holdings