Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: IJS position timeline

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

JFS WEALTH ADVISORS, LLC held 71,803 IJS 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 71,803 shares
    Change vs previous 13F -534 shares

    0.49% of the 13F portfolio, value $9,814,022.

    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 72,337 shares
    Change vs previous 13F -4,429 shares

    0.48% of the 13F portfolio, value $8,568,352.

    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 76,766 shares
    Change vs previous 13F -6,868 shares

    0.49% of the 13F portfolio, value $8,729,796.

    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 83,634 shares
    Change vs previous 13F +2,231 shares

    0.54% of the 13F portfolio, value $9,249,082.

    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 81,403 shares
    Change vs previous 13F -3,381 shares

    0.52% of the 13F portfolio, value $8,098,762.

    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 84,784 shares
    Change vs previous 13F -4,341 shares

    0.56% of the 13F portfolio, value $8,264,763.

    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 89,125 shares
    Change vs previous 13F -3,737 shares

    0.66% of the 13F portfolio, value $9,679,859.

    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 92,862 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $9,997,511.

    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).