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JFS WEALTH ADVISORS, LLC: JCPB position timeline

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

JFS WEALTH ADVISORS, LLC held 286,913 JCPB 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 286,913 shares
    Change vs previous 13F +15,137 shares

    0.67% of the 13F portfolio, value $13,467,703.

    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 271,776 shares
    Change vs previous 13F +50,425 shares

    0.72% of the 13F portfolio, value $12,795,208.

    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 221,351 shares
    Change vs previous 13F +86,417 shares

    0.59% of the 13F portfolio, value $10,483,453.

    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 134,934 shares
    Change vs previous 13F +100,619 shares

    0.38% of the 13F portfolio, value $6,416,122.

    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 34,315 shares
    Change vs previous 13F +8,211 shares

    0.1% of the 13F portfolio, value $1,614,851.

    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 26,104 shares
    Change vs previous 13F +4,068 shares

    0.08% of the 13F portfolio, value $1,227,919.

    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 22,036 shares
    Change vs previous 13F +7,913 shares

    0.07% of the 13F portfolio, value $1,015,199.

    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 14,123 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $681,293.

    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).