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JFS WEALTH ADVISORS, LLC: DFAC position timeline

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

JFS WEALTH ADVISORS, LLC held 4,515,601 DFAC 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 4,515,601 shares
    Change vs previous 13F +469,207 shares

    9.99% of the 13F portfolio, value $200,312,064.

    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 4,046,394 shares
    Change vs previous 13F +320,259 shares

    8.8% of the 13F portfolio, value $157,242,867.

    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 3,726,135 shares
    Change vs previous 13F +274,729 shares

    8.31% of the 13F portfolio, value $147,517,677.

    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 3,451,406 shares
    Change vs previous 13F +62,133 shares

    7.79% of the 13F portfolio, value $133,120,748.

    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 3,389,273 shares
    Change vs previous 13F +99,260 shares

    7.73% of the 13F portfolio, value $121,471,533.

    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 3,290,013 shares
    Change vs previous 13F +121,742 shares

    7.35% of the 13F portfolio, value $108,537,536.

    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 3,168,271 shares
    Change vs previous 13F +113,084 shares

    7.49% of the 13F portfolio, value $109,590,508.

    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 3,055,187 shares
    Change vs previous 13F not available

    7.01% of the 13F portfolio, value $104,762,376.

    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).