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JFS WEALTH ADVISORS, LLC: SCHF position timeline

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

JFS WEALTH ADVISORS, LLC held 335,757 SCHF 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 335,757 shares
    Change vs previous 13F -8,245 shares

    0.46% of the 13F portfolio, value $9,300,460.

    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 344,002 shares
    Change vs previous 13F -2,295 shares

    0.48% of the 13F portfolio, value $8,514,051.

    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 346,297 shares
    Change vs previous 13F +1,166 shares

    0.47% of the 13F portfolio, value $8,324,991.

    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 345,131 shares
    Change vs previous 13F -2,492 shares

    0.47% of the 13F portfolio, value $8,034,659.

    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 347,623 shares
    Change vs previous 13F -12,310 shares

    0.49% of the 13F portfolio, value $7,682,477.

    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 359,933 shares
    Change vs previous 13F -6,480 shares

    0.48% of the 13F portfolio, value $7,119,484.

    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 366,413 shares
    Change vs previous 13F +175,461 shares

    0.46% of the 13F portfolio, value $6,778,649.

    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 190,952 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,851,958.

    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).