Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: SCHG position timeline

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

JFS WEALTH ADVISORS, LLC held 202,784 SCHG 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 202,784 shares
    Change vs previous 13F -4,228 shares

    0.34% of the 13F portfolio, value $6,862,196.

    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 207,012 shares
    Change vs previous 13F -2,660 shares

    0.34% of the 13F portfolio, value $6,030,268.

    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 209,672 shares
    Change vs previous 13F -1,022 shares

    0.39% of the 13F portfolio, value $6,839,503.

    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 210,694 shares
    Change vs previous 13F -3,847 shares

    0.39% of the 13F portfolio, value $6,723,261.

    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 214,541 shares
    Change vs previous 13F -818 shares

    0.4% of the 13F portfolio, value $6,266,749.

    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 215,359 shares
    Change vs previous 13F -7,411 shares

    0.37% of the 13F portfolio, value $5,392,591.

    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 222,770 shares
    Change vs previous 13F +162,397 shares

    0.42% of the 13F portfolio, value $6,208,595.

    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 60,373 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,289,624.

    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).