JFS WEALTH ADVISORS, LLC: NOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFS WEALTH ADVISORS, LLC on NOW, newest first. How the timeline and the estimate are built.
JFS WEALTH ADVISORS, LLC held 164 NOW shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 164 sharesChange vs previous 13F -100 shares
<0.01% of the 13F portfolio, value $16,282.
13F-HR 0001568068-26-000003 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 264 sharesChange vs previous 13F -315 shares
<0.01% of the 13F portfolio, value $27,602.
13F-HR 0001568068-26-000002 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 579 sharesChange vs previous 13F +351 shares
<0.01% of the 13F portfolio, value $88,698.
13F-HR 0001568068-26-000001 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 228 sharesChange vs previous 13F +200 shares
0.01% of the 13F portfolio, value $209,824.
13F-HR 0001568068-25-000006 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $28,787.
13F-HR 0001568068-25-000003 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26 sharesChange vs previous 13F -8 shares
<0.01% of the 13F portfolio, value $20,700.
13F-HR 0001568068-25-000002 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $36,045.
13F-HR 0001568068-25-000001 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $30,410.
13F-HR 0001568068-24-000005 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).