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JFS WEALTH ADVISORS, LLC: DFAI position timeline

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

JFS WEALTH ADVISORS, LLC held 1,067,709 DFAI 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 1,067,709 shares
    Change vs previous 13F +54,271 shares

    2.2% of the 13F portfolio, value $44,042,988.

    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 1,013,438 shares
    Change vs previous 13F +861 shares

    2.21% of the 13F portfolio, value $39,483,556.

    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 1,012,577 shares
    Change vs previous 13F +11,603 shares

    2.17% of the 13F portfolio, value $38,589,295.

    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 1,000,974 shares
    Change vs previous 13F -8,006 shares

    2.13% of the 13F portfolio, value $36,385,407.

    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 1,008,980 shares
    Change vs previous 13F -25,581 shares

    2.22% of the 13F portfolio, value $34,880,431.

    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 1,034,561 shares
    Change vs previous 13F +2,312 shares

    2.19% of the 13F portfolio, value $32,309,327.

    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 1,032,249 shares
    Change vs previous 13F +25,939 shares

    2.06% of the 13F portfolio, value $30,141,670.

    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 1,006,310 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $31,980,534.

    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).