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JFS WEALTH ADVISORS, LLC: DFIC position timeline

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

JFS WEALTH ADVISORS, LLC held 680,153 DFIC 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 680,153 shares
    Change vs previous 13F +176,437 shares

    1.26% of the 13F portfolio, value $25,342,514.

    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 503,716 shares
    Change vs previous 13F +63,782 shares

    1% of the 13F portfolio, value $17,897,035.

    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 439,934 shares
    Change vs previous 13F +209,883 shares

    0.85% of the 13F portfolio, value $15,160,117.

    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 230,051 shares
    Change vs previous 13F +18,666 shares

    0.44% of the 13F portfolio, value $7,543,389.

    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 211,385 shares
    Change vs previous 13F +139,492 shares

    0.42% of the 13F portfolio, value $6,571,965.

    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 71,893 shares
    Change vs previous 13F +39,154 shares

    0.14% of the 13F portfolio, value $1,996,457.

    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 32,739 shares
    Change vs previous 13F +22,710 shares

    0.06% of the 13F portfolio, value $846,146.

    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 10,029 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $282,217.

    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).