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JFS WEALTH ADVISORS, LLC: REET position timeline

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

JFS WEALTH ADVISORS, LLC held 74,354 REET 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 74,354 shares
    Change vs previous 13F -5,066 shares

    0.1% of the 13F portfolio, value $2,053,661.

    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 79,420 shares
    Change vs previous 13F +30 shares

    0.11% of the 13F portfolio, value $1,997,407.

    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 79,390 shares
    Change vs previous 13F -4,535 shares

    0.11% of the 13F portfolio, value $1,980,786.

    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 83,925 shares
    Change vs previous 13F -1,575 shares

    0.13% of the 13F portfolio, value $2,145,134.

    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 85,500 shares
    Change vs previous 13F -10,985 shares

    0.13% of the 13F portfolio, value $2,111,857.

    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 96,485 shares
    Change vs previous 13F -1,540 shares

    0.16% of the 13F portfolio, value $2,340,738.

    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 98,025 shares
    Change vs previous 13F +2,346 shares

    0.16% of the 13F portfolio, value $2,349,663.

    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 95,679 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,553,680.

    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).