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JFS WEALTH ADVISORS, LLC: BAI position timeline

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

JFS WEALTH ADVISORS, LLC held 25,173 BAI 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 25,173 shares
    Change vs previous 13F -10,879 shares

    0.07% of the 13F portfolio, value $1,327,118.

    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 36,052 shares
    Change vs previous 13F -3,963 shares

    0.07% of the 13F portfolio, value $1,187,912.

    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 40,015 shares
    Change vs previous 13F +703 shares

    0.08% of the 13F portfolio, value $1,332,498.

    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 39,312 shares
    Change vs previous 13F +37,803 shares

    0.08% of the 13F portfolio, value $1,342,898.

    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 1,509 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $43,535.

    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 1,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,033.

    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).