Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: ASO position timeline

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

JFS WEALTH ADVISORS, LLC held 75 ASO 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 75 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $3,541.

    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 56 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,165.

    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 56 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $2,801.

    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 42 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $2,101.

    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 32 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $1,434.

    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 39 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $1,779.

    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 47 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,704.

    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 47 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,743.

    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).