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JFS WEALTH ADVISORS, LLC: RWO position timeline

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

JFS WEALTH ADVISORS, LLC held 94,538 RWO 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 94,538 shares
    Change vs previous 13F +2,664 shares

    0.23% of the 13F portfolio, value $4,699,484.

    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 91,874 shares
    Change vs previous 13F -1,661 shares

    0.24% of the 13F portfolio, value $4,205,083.

    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 93,535 shares
    Change vs previous 13F +26 shares

    0.24% of the 13F portfolio, value $4,210,935.

    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 93,509 shares
    Change vs previous 13F -4,023 shares

    0.25% of the 13F portfolio, value $4,279,890.

    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 97,532 shares
    Change vs previous 13F -2,683 shares

    0.27% of the 13F portfolio, value $4,305,046.

    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 100,215 shares
    Change vs previous 13F -1,643 shares

    0.3% of the 13F portfolio, value $4,373,383.

    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 101,858 shares
    Change vs previous 13F -1,510 shares

    0.3% of the 13F portfolio, value $4,368,701.

    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 103,368 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,913,099.

    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).