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JFS WEALTH ADVISORS, LLC: IJH position timeline

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

JFS WEALTH ADVISORS, LLC held 724,208 IJH 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 724,208 shares
    Change vs previous 13F +10,827 shares

    2.78% of the 13F portfolio, value $55,843,655.

    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 713,381 shares
    Change vs previous 13F +2,803 shares

    2.7% of the 13F portfolio, value $48,174,607.

    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 710,578 shares
    Change vs previous 13F +15,385 shares

    2.64% of the 13F portfolio, value $46,898,149.

    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 695,193 shares
    Change vs previous 13F +62 shares

    2.65% of the 13F portfolio, value $45,368,300.

    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 695,131 shares
    Change vs previous 13F -3,137 shares

    2.74% of the 13F portfolio, value $43,112,040.

    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 698,268 shares
    Change vs previous 13F -333 shares

    2.76% of the 13F portfolio, value $40,743,932.

    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 698,601 shares
    Change vs previous 13F +10,040 shares

    2.97% of the 13F portfolio, value $43,529,801.

    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 688,561 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $42,911,103.

    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).