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JFS WEALTH ADVISORS, LLC: IJK position timeline

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

JFS WEALTH ADVISORS, LLC held 92,285 IJK 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 92,285 shares
    Change vs previous 13F -1,470 shares

    0.54% of the 13F portfolio, value $10,843,482.

    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 93,755 shares
    Change vs previous 13F -622 shares

    0.53% of the 13F portfolio, value $9,433,673.

    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 94,377 shares
    Change vs previous 13F -648 shares

    0.52% of the 13F portfolio, value $9,143,212.

    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 95,025 shares
    Change vs previous 13F +3,065 shares

    0.53% of the 13F portfolio, value $9,111,967.

    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 91,960 shares
    Change vs previous 13F -1,582 shares

    0.53% of the 13F portfolio, value $8,366,490.

    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 93,542 shares
    Change vs previous 13F -195 shares

    0.53% of the 13F portfolio, value $7,790,141.

    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 93,737 shares
    Change vs previous 13F +1,893 shares

    0.58% of the 13F portfolio, value $8,523,507.

    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 91,844 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,443,250.

    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).