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JFS WEALTH ADVISORS, LLC: EPD position timeline

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

JFS WEALTH ADVISORS, LLC held 123,018 EPD 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 123,018 shares
    Change vs previous 13F +110 shares

    0.23% of the 13F portfolio, value $4,522,142.

    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 122,908 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,650,839.

    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 122,908 shares
    Change vs previous 13F -3,650 shares

    0.22% of the 13F portfolio, value $3,940,431.

    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 126,558 shares
    Change vs previous 13F +2,500 shares

    0.23% of the 13F portfolio, value $3,957,469.

    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 124,058 shares
    Change vs previous 13F +50 shares

    0.24% of the 13F portfolio, value $3,847,039.

    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 124,008 shares
    Change vs previous 13F -2,066 shares

    0.29% of the 13F portfolio, value $4,233,634.

    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 126,074 shares
    Change vs previous 13F -1,330 shares

    0.27% of the 13F portfolio, value $3,953,681.

    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 127,404 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,708,731.

    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).