Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: BND position timeline

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

JFS WEALTH ADVISORS, LLC held 268,922 BND 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 268,922 shares
    Change vs previous 13F +2,937 shares

    0.98% of the 13F portfolio, value $19,741,577.

    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 265,985 shares
    Change vs previous 13F +5,551 shares

    1.1% of the 13F portfolio, value $19,587,159.

    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 260,434 shares
    Change vs previous 13F +106 shares

    1.09% of the 13F portfolio, value $19,290,368.

    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 260,328 shares
    Change vs previous 13F +2,059 shares

    1.13% of the 13F portfolio, value $19,360,602.

    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 258,269 shares
    Change vs previous 13F +5,994 shares

    1.21% of the 13F portfolio, value $19,016,340.

    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 252,275 shares
    Change vs previous 13F -1,045 shares

    1.25% of the 13F portfolio, value $18,529,616.

    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 253,320 shares
    Change vs previous 13F +7,909 shares

    1.24% of the 13F portfolio, value $18,216,277.

    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 245,411 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $18,432,812.

    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).