Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: FBND position timeline

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

JFS WEALTH ADVISORS, LLC held 34,239 FBND 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 34,239 shares
    Change vs previous 13F +64 shares

    0.08% of the 13F portfolio, value $1,557,540.

    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 34,175 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $1,559,070.

    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 34,107 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $1,570,274.

    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 34,083 shares
    Change vs previous 13F +99 shares

    0.09% of the 13F portfolio, value $1,576,015.

    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 33,984 shares
    Change vs previous 13F +64 shares

    0.1% of the 13F portfolio, value $1,554,783.

    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 33,920 shares
    Change vs previous 13F -1,436 shares

    0.1% of the 13F portfolio, value $1,548,458.

    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 35,356 shares
    Change vs previous 13F +5,420 shares

    0.11% of the 13F portfolio, value $1,586,445.

    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 29,936 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,399,207.

    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).