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JFS WEALTH ADVISORS, LLC: DFAX position timeline

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

JFS WEALTH ADVISORS, LLC held 3,743,466 DFAX 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 3,743,466 shares
    Change vs previous 13F +6,179 shares

    6.88% of the 13F portfolio, value $137,909,297.

    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 3,737,287 shares
    Change vs previous 13F -52,651 shares

    7.1% of the 13F portfolio, value $126,955,626.

    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 3,789,938 shares
    Change vs previous 13F +19,522 shares

    6.99% of the 13F portfolio, value $124,044,683.

    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 3,770,416 shares
    Change vs previous 13F -22,329 shares

    6.92% of the 13F portfolio, value $118,315,646.

    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 3,792,745 shares
    Change vs previous 13F -24,855 shares

    7.09% of the 13F portfolio, value $111,392,907.

    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 3,817,600 shares
    Change vs previous 13F +22,007 shares

    6.77% of the 13F portfolio, value $100,021,122.

    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 3,795,593 shares
    Change vs previous 13F +13,668 shares

    6.45% of the 13F portfolio, value $94,358,444.

    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 3,781,925 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $102,149,785.

    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).