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JFS WEALTH ADVISORS, LLC: DON position timeline

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

JFS WEALTH ADVISORS, LLC held 94,973 DON 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 94,973 shares
    Change vs previous 13F +557 shares

    0.27% of the 13F portfolio, value $5,367,893.

    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 94,416 shares
    Change vs previous 13F -5,956 shares

    0.28% of the 13F portfolio, value $4,960,608.

    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 100,372 shares
    Change vs previous 13F -959 shares

    0.29% of the 13F portfolio, value $5,179,255.

    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 101,331 shares
    Change vs previous 13F +25 shares

    0.31% of the 13F portfolio, value $5,299,599.

    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 101,306 shares
    Change vs previous 13F -585 shares

    0.32% of the 13F portfolio, value $5,077,437.

    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 101,891 shares
    Change vs previous 13F -2,842 shares

    0.34% of the 13F portfolio, value $5,045,634.

    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 104,733 shares
    Change vs previous 13F -1,522 shares

    0.36% of the 13F portfolio, value $5,338,249.

    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 106,255 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,432,834.

    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).