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JFS WEALTH ADVISORS, LLC: SCHE position timeline

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

JFS WEALTH ADVISORS, LLC held 148,818 SCHE 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 148,818 shares
    Change vs previous 13F -16,335 shares

    0.27% of the 13F portfolio, value $5,396,137.

    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 165,153 shares
    Change vs previous 13F +1,058 shares

    0.3% of the 13F portfolio, value $5,441,802.

    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 164,095 shares
    Change vs previous 13F +1,091 shares

    0.3% of the 13F portfolio, value $5,374,101.

    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 163,004 shares
    Change vs previous 13F -3,548 shares

    0.32% of the 13F portfolio, value $5,439,454.

    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 166,552 shares
    Change vs previous 13F -5,058 shares

    0.32% of the 13F portfolio, value $5,019,887.

    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 171,610 shares
    Change vs previous 13F -4,701 shares

    0.32% of the 13F portfolio, value $4,731,276.

    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 176,311 shares
    Change vs previous 13F -8,734 shares

    0.32% of the 13F portfolio, value $4,695,150.

    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 185,045 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,399,604.

    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).