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JFS WEALTH ADVISORS, LLC: IBM position timeline

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

JFS WEALTH ADVISORS, LLC held 11,185 IBM 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 11,185 shares
    Change vs previous 13F -117 shares

    0.16% of the 13F portfolio, value $3,145,300.

    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 11,302 shares
    Change vs previous 13F +20 shares

    0.15% of the 13F portfolio, value $2,739,463.

    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 11,282 shares
    Change vs previous 13F -1,609 shares

    0.19% of the 13F portfolio, value $3,341,806.

    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 12,891 shares
    Change vs previous 13F -101 shares

    0.21% of the 13F portfolio, value $3,637,291.

    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 12,992 shares
    Change vs previous 13F -594 shares

    0.24% of the 13F portfolio, value $3,829,811.

    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 13,586 shares
    Change vs previous 13F +3,622 shares

    0.23% of the 13F portfolio, value $3,378,265.

    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 9,964 shares
    Change vs previous 13F +122 shares

    0.15% of the 13F portfolio, value $2,190,360.

    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 9,842 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,175,843.

    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).