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JFS WEALTH ADVISORS, LLC: DWM position timeline

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

JFS WEALTH ADVISORS, LLC held 63,202 DWM 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 63,202 shares
    Change vs previous 13F -2,688 shares

    0.23% of the 13F portfolio, value $4,627,285.

    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 65,890 shares
    Change vs previous 13F -5,849 shares

    0.26% of the 13F portfolio, value $4,605,058.

    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 71,739 shares
    Change vs previous 13F -2,511 shares

    0.28% of the 13F portfolio, value $4,932,788.

    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 74,250 shares
    Change vs previous 13F +114 shares

    0.29% of the 13F portfolio, value $4,916,651.

    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 74,136 shares
    Change vs previous 13F -1,255 shares

    0.3% of the 13F portfolio, value $4,712,083.

    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 75,391 shares
    Change vs previous 13F -2,512 shares

    0.3% of the 13F portfolio, value $4,384,338.

    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 77,903 shares
    Change vs previous 13F -1,257 shares

    0.28% of the 13F portfolio, value $4,105,075.

    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 79,160 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,556,172.

    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).