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JFS WEALTH ADVISORS, LLC: DFAE position timeline

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

JFS WEALTH ADVISORS, LLC held 692,698 DFAE 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 692,698 shares
    Change vs previous 13F +20,972 shares

    1.39% of the 13F portfolio, value $27,853,376.

    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 671,726 shares
    Change vs previous 13F -747 shares

    1.27% of the 13F portfolio, value $22,744,632.

    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 672,473 shares
    Change vs previous 13F +5,062 shares

    1.23% of the 13F portfolio, value $21,902,442.

    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 667,411 shares
    Change vs previous 13F -2,840 shares

    1.23% of the 13F portfolio, value $21,043,468.

    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 670,251 shares
    Change vs previous 13F -5,557 shares

    1.23% of the 13F portfolio, value $19,403,756.

    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 675,808 shares
    Change vs previous 13F +2,109 shares

    1.18% of the 13F portfolio, value $17,496,681.

    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 673,699 shares
    Change vs previous 13F -8,375 shares

    1.17% of the 13F portfolio, value $17,091,741.

    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 682,074 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $18,695,645.

    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).