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JFS WEALTH ADVISORS, LLC: IDEV position timeline

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

JFS WEALTH ADVISORS, LLC held 9,783 IDEV 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 9,783 shares
    Change vs previous 13F -300 shares

    0.04% of the 13F portfolio, value $870,763.

    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 10,083 shares
    Change vs previous 13F -35,085 shares

    0.05% of the 13F portfolio, value $842,602.

    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 45,168 shares
    Change vs previous 13F +137 shares

    0.21% of the 13F portfolio, value $3,725,469.

    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 45,031 shares
    Change vs previous 13F -6,123 shares

    0.21% of the 13F portfolio, value $3,610,104.

    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 51,154 shares
    Change vs previous 13F +49,926 shares

    0.25% of the 13F portfolio, value $3,889,721.

    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 1,228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $84,580.

    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).