Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: DFAU position timeline

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

JFS WEALTH ADVISORS, LLC held 498,319 DFAU 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 498,319 shares
    Change vs previous 13F +12,284 shares

    1.28% of the 13F portfolio, value $25,758,125.

    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 486,035 shares
    Change vs previous 13F +15,307 shares

    1.23% of the 13F portfolio, value $21,929,913.

    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 470,728 shares
    Change vs previous 13F +13,084 shares

    1.24% of the 13F portfolio, value $22,030,067.

    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 457,644 shares
    Change vs previous 13F +43,378 shares

    1.23% of the 13F portfolio, value $20,941,768.

    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 414,266 shares
    Change vs previous 13F +69,935 shares

    1.12% of the 13F portfolio, value $17,548,290.

    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 344,331 shares
    Change vs previous 13F +11,928 shares

    0.9% of the 13F portfolio, value $13,236,071.

    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 332,403 shares
    Change vs previous 13F -7,291 shares

    0.92% of the 13F portfolio, value $13,458,985.

    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 339,694 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $13,482,443.

    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).