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JFS WEALTH ADVISORS, LLC: DFEM position timeline

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

JFS WEALTH ADVISORS, LLC held 308,207 DFEM 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 308,207 shares
    Change vs previous 13F +64,739 shares

    0.62% of the 13F portfolio, value $12,525,540.

    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 243,468 shares
    Change vs previous 13F +25,938 shares

    0.47% of the 13F portfolio, value $8,411,813.

    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 217,530 shares
    Change vs previous 13F +92,970 shares

    0.41% of the 13F portfolio, value $7,195,896.

    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 124,560 shares
    Change vs previous 13F +3,959 shares

    0.23% of the 13F portfolio, value $3,994,652.

    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 120,601 shares
    Change vs previous 13F +49,326 shares

    0.23% of the 13F portfolio, value $3,579,442.

    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 71,275 shares
    Change vs previous 13F +22,670 shares

    0.13% of the 13F portfolio, value $1,885,925.

    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 48,605 shares
    Change vs previous 13F +7,616 shares

    0.09% of the 13F portfolio, value $1,272,968.

    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 40,989 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,153,841.

    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).