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JFS WEALTH ADVISORS, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFS WEALTH ADVISORS, LLC on ACWX, newest first. How the timeline and the estimate are built.

JFS WEALTH ADVISORS, LLC held 37,299 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,299 shares
    Change vs previous 13F +345 shares

    0.14% of the 13F portfolio, value $2,838,851.

    13F-HR 0001568068-26-000003 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,954 shares
    Change vs previous 13F -383 shares

    0.14% of the 13F portfolio, value $2,530,258.

    13F-HR 0001568068-26-000002 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,337 shares
    Change vs previous 13F -104 shares

    0.14% of the 13F portfolio, value $2,506,450.

    13F-HR 0001568068-26-000001 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,441 shares
    Change vs previous 13F -544 shares

    0.14% of the 13F portfolio, value $2,434,010.

    13F-HR 0001568068-25-000006 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,985 shares
    Change vs previous 13F -501 shares

    0.15% of the 13F portfolio, value $2,314,799.

    13F-HR 0001568068-25-000003 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,486 shares
    Change vs previous 13F -1,323 shares

    0.14% of the 13F portfolio, value $2,134,065.

    13F-HR 0001568068-25-000002 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,809 shares
    Change vs previous 13F -1,405 shares

    0.14% of the 13F portfolio, value $2,076,453.

    13F-HR 0001568068-25-000001 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,214 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,358,260.

    13F-HR 0001568068-24-000005 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).