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JFS WEALTH ADVISORS, LLC: AGG position timeline

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

JFS WEALTH ADVISORS, LLC held 741,875 AGG 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 741,875 shares
    Change vs previous 13F +41,247 shares

    3.66% of the 13F portfolio, value $73,430,795.

    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 700,628 shares
    Change vs previous 13F +37,385 shares

    3.89% of the 13F portfolio, value $69,551,372.

    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 663,243 shares
    Change vs previous 13F +49,532 shares

    3.73% of the 13F portfolio, value $66,244,705.

    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 613,711 shares
    Change vs previous 13F +18,734 shares

    3.6% of the 13F portfolio, value $61,524,548.

    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 594,977 shares
    Change vs previous 13F +8,605 shares

    3.76% of the 13F portfolio, value $59,021,767.

    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 586,372 shares
    Change vs previous 13F +22,660 shares

    3.93% of the 13F portfolio, value $58,003,921.

    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 563,712 shares
    Change vs previous 13F -1,582 shares

    3.73% of the 13F portfolio, value $54,623,679.

    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 565,294 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $57,247,298.

    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).