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JFS WEALTH ADVISORS, LLC: IEMG position timeline

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

JFS WEALTH ADVISORS, LLC held 308,991 IEMG 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 308,991 shares
    Change vs previous 13F -13,827 shares

    1.28% of the 13F portfolio, value $25,596,839.

    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 322,818 shares
    Change vs previous 13F -1,005 shares

    1.26% of the 13F portfolio, value $22,516,529.

    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 323,823 shares
    Change vs previous 13F +1,261 shares

    1.23% of the 13F portfolio, value $21,767,356.

    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 322,562 shares
    Change vs previous 13F +23,224 shares

    1.24% of the 13F portfolio, value $21,263,304.

    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 299,338 shares
    Change vs previous 13F +420 shares

    1.14% of the 13F portfolio, value $17,969,237.

    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 298,918 shares
    Change vs previous 13F +12,239 shares

    1.09% of the 13F portfolio, value $16,132,596.

    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 286,679 shares
    Change vs previous 13F +2,585 shares

    1.02% of the 13F portfolio, value $14,970,357.

    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 284,094 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $16,309,824.

    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).