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JFS WEALTH ADVISORS, LLC: SCHA position timeline

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

JFS WEALTH ADVISORS, LLC held 71,682 SCHA 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 71,682 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $2,589,885.

    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 71,671 shares
    Change vs previous 13F -1,170 shares

    0.12% of the 13F portfolio, value $2,084,190.

    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 72,841 shares
    Change vs previous 13F +1,814 shares

    0.12% of the 13F portfolio, value $2,074,525.

    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 71,027 shares
    Change vs previous 13F -647 shares

    0.12% of the 13F portfolio, value $1,981,642.

    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 71,674 shares
    Change vs previous 13F +1,134 shares

    0.12% of the 13F portfolio, value $1,813,348.

    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 70,540 shares
    Change vs previous 13F -2,901 shares

    0.11% of the 13F portfolio, value $1,652,747.

    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 73,441 shares
    Change vs previous 13F +32,779 shares

    0.13% of the 13F portfolio, value $1,899,191.

    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 40,662 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,094,099.

    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).