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JFS WEALTH ADVISORS, LLC: MQY position timeline

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

JFS WEALTH ADVISORS, LLC held 128,224 MQY 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 128,224 shares
    Change vs previous 13F +142 shares

    0.07% of the 13F portfolio, value $1,487,407.

    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 128,082 shares
    Change vs previous 13F +42 shares

    0.08% of the 13F portfolio, value $1,406,337.

    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 128,040 shares
    Change vs previous 13F +85 shares

    0.08% of the 13F portfolio, value $1,446,848.

    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 127,955 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $1,490,673.

    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 127,890 shares
    Change vs previous 13F +63 shares

    0.09% of the 13F portfolio, value $1,420,854.

    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 127,827 shares
    Change vs previous 13F +39 shares

    0.1% of the 13F portfolio, value $1,496,854.

    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 127,788 shares
    Change vs previous 13F +74 shares

    0.1% of the 13F portfolio, value $1,472,119.

    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 127,714 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,674,337.

    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).