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JFS WEALTH ADVISORS, LLC: DFUV position timeline

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

JFS WEALTH ADVISORS, LLC held 131,869 DFUV 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 131,869 shares
    Change vs previous 13F -20,134 shares

    0.36% of the 13F portfolio, value $7,254,111.

    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 152,003 shares
    Change vs previous 13F -1,634 shares

    0.41% of the 13F portfolio, value $7,366,069.

    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 153,637 shares
    Change vs previous 13F +2,707 shares

    0.4% of the 13F portfolio, value $7,157,961.

    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 150,930 shares
    Change vs previous 13F -408 shares

    0.39% of the 13F portfolio, value $6,745,063.

    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 151,338 shares
    Change vs previous 13F -7,847 shares

    0.41% of the 13F portfolio, value $6,398,575.

    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 159,185 shares
    Change vs previous 13F -19,889 shares

    0.44% of the 13F portfolio, value $6,560,034.

    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 179,074 shares
    Change vs previous 13F -581 shares

    0.5% of the 13F portfolio, value $7,327,721.

    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 179,655 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,489,803.

    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).