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JFS WEALTH ADVISORS, LLC: IVV position timeline

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

JFS WEALTH ADVISORS, LLC held 92,723 IVV 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 92,723 shares
    Change vs previous 13F +4,153 shares

    3.46% of the 13F portfolio, value $69,439,119.

    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 88,570 shares
    Change vs previous 13F +6,390 shares

    3.24% of the 13F portfolio, value $57,854,931.

    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 82,180 shares
    Change vs previous 13F +6,575 shares

    3.17% of the 13F portfolio, value $56,288,606.

    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 75,605 shares
    Change vs previous 13F -1,752 shares

    2.96% of the 13F portfolio, value $50,602,191.

    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 77,357 shares
    Change vs previous 13F +1,264 shares

    3.06% of the 13F portfolio, value $48,030,932.

    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 76,093 shares
    Change vs previous 13F +4,415 shares

    2.89% of the 13F portfolio, value $42,756,779.

    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 71,678 shares
    Change vs previous 13F +1,853 shares

    2.88% of the 13F portfolio, value $42,195,460.

    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 69,825 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $40,276,235.

    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).