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JFS WEALTH ADVISORS, LLC: FDL position timeline

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

JFS WEALTH ADVISORS, LLC held 158,678 FDL 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 158,678 shares
    Change vs previous 13F +142 shares

    0.38% of the 13F portfolio, value $7,721,272.

    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 158,536 shares
    Change vs previous 13F -6,024 shares

    0.45% of the 13F portfolio, value $8,053,614.

    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 164,560 shares
    Change vs previous 13F -1,681 shares

    0.41% of the 13F portfolio, value $7,296,583.

    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 166,241 shares
    Change vs previous 13F +11,653 shares

    0.42% of the 13F portfolio, value $7,216,521.

    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 154,588 shares
    Change vs previous 13F +6,519 shares

    0.41% of the 13F portfolio, value $6,472,601.

    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 148,069 shares
    Change vs previous 13F -5,007 shares

    0.44% of the 13F portfolio, value $6,432,134.

    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 153,076 shares
    Change vs previous 13F -1,754 shares

    0.42% of the 13F portfolio, value $6,162,853.

    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 154,830 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,495,125.

    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).