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JFS WEALTH ADVISORS, LLC: DFUS position timeline

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

JFS WEALTH ADVISORS, LLC held 1,333,612 DFUS 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 1,333,612 shares
    Change vs previous 13F -23,868 shares

    5.45% of the 13F portfolio, value $109,276,171.

    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 1,357,480 shares
    Change vs previous 13F -34,838 shares

    5.39% of the 13F portfolio, value $96,258,897.

    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 1,392,318 shares
    Change vs previous 13F -11,988 shares

    5.82% of the 13F portfolio, value $103,268,217.

    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 1,404,306 shares
    Change vs previous 13F -7,414 shares

    5.95% of the 13F portfolio, value $101,727,926.

    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 1,411,720 shares
    Change vs previous 13F +23,881 shares

    6.02% of the 13F portfolio, value $94,613,446.

    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 1,387,839 shares
    Change vs previous 13F -13,334 shares

    5.68% of the 13F portfolio, value $83,936,527.

    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 1,401,173 shares
    Change vs previous 13F -3,483 shares

    6.1% of the 13F portfolio, value $89,324,769.

    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 1,404,656 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $87,369,596.

    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).