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JFS WEALTH ADVISORS, LLC: IJT position timeline

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

JFS WEALTH ADVISORS, LLC held 57,390 IJT 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 57,390 shares
    Change vs previous 13F +1,422 shares

    0.51% of the 13F portfolio, value $10,249,939.

    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 55,968 shares
    Change vs previous 13F -185 shares

    0.45% of the 13F portfolio, value $8,099,111.

    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 56,153 shares
    Change vs previous 13F +43 shares

    0.45% of the 13F portfolio, value $7,926,621.

    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 56,110 shares
    Change vs previous 13F +2,310 shares

    0.46% of the 13F portfolio, value $7,939,587.

    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 53,800 shares
    Change vs previous 13F +1,313 shares

    0.46% of the 13F portfolio, value $7,157,540.

    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 52,487 shares
    Change vs previous 13F -2,635 shares

    0.44% of the 13F portfolio, value $6,534,676.

    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 55,122 shares
    Change vs previous 13F +3,977 shares

    0.51% of the 13F portfolio, value $7,461,913.

    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 51,145 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,134,224.

    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).