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JFS WEALTH ADVISORS, LLC: PRFZ position timeline

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

JFS WEALTH ADVISORS, LLC held 55,566 PRFZ 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 55,566 shares
    Change vs previous 13F +1,958 shares

    0.15% of the 13F portfolio, value $3,098,901.

    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 53,608 shares
    Change vs previous 13F -1,216 shares

    0.14% of the 13F portfolio, value $2,459,012.

    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 54,824 shares
    Change vs previous 13F -1,448 shares

    0.14% of the 13F portfolio, value $2,515,861.

    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 56,272 shares
    Change vs previous 13F -996 shares

    0.15% of the 13F portfolio, value $2,555,853.

    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 57,268 shares
    Change vs previous 13F -2,373 shares

    0.15% of the 13F portfolio, value $2,329,108.

    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 59,641 shares
    Change vs previous 13F -1,252 shares

    0.15% of the 13F portfolio, value $2,258,004.

    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 60,893 shares
    Change vs previous 13F -2,752 shares

    0.17% of the 13F portfolio, value $2,533,766.

    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 63,645 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,644,443.

    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).