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JFS WEALTH ADVISORS, LLC: LRGF position timeline

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

JFS WEALTH ADVISORS, LLC held 2,582 LRGF 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 2,582 shares
    Change vs previous 13F -989 shares

    0.01% of the 13F portfolio, value $195,278.

    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 3,571 shares
    Change vs previous 13F -5,457 shares

    0.01% of the 13F portfolio, value $235,688.

    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 9,028 shares
    Change vs previous 13F -490 shares

    0.04% of the 13F portfolio, value $626,792.

    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 9,518 shares
    Change vs previous 13F -12,566 shares

    0.04% of the 13F portfolio, value $657,484.

    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 22,084 shares
    Change vs previous 13F -1,797 shares

    0.09% of the 13F portfolio, value $1,416,268.

    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 23,881 shares
    Change vs previous 13F -38,376 shares

    0.09% of the 13F portfolio, value $1,382,218.

    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 62,257 shares
    Change vs previous 13F +1,040 shares

    0.26% of the 13F portfolio, value $3,757,228.

    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 61,217 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,597,702.

    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).