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JFS WEALTH ADVISORS, LLC: IVW position timeline

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

JFS WEALTH ADVISORS, LLC held 136,636 IVW 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 136,636 shares
    Change vs previous 13F -4,839 shares

    0.94% of the 13F portfolio, value $18,791,590.

    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 141,475 shares
    Change vs previous 13F +2,773 shares

    0.9% of the 13F portfolio, value $16,002,242.

    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 138,702 shares
    Change vs previous 13F -8,683 shares

    0.96% of the 13F portfolio, value $17,096,457.

    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 147,385 shares
    Change vs previous 13F +2,834 shares

    1.04% of the 13F portfolio, value $17,792,289.

    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 144,551 shares
    Change vs previous 13F -7,042 shares

    1.01% of the 13F portfolio, value $15,915,053.

    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 151,593 shares
    Change vs previous 13F -9,437 shares

    0.95% of the 13F portfolio, value $14,072,399.

    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 161,030 shares
    Change vs previous 13F -15,039 shares

    1.12% of the 13F portfolio, value $16,349,356.

    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 176,069 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $16,858,648.

    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).