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JFS WEALTH ADVISORS, LLC: SHY position timeline

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

JFS WEALTH ADVISORS, LLC held 108,034 SHY 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 108,034 shares
    Change vs previous 13F +1,452 shares

    0.44% of the 13F portfolio, value $8,870,642.

    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 106,582 shares
    Change vs previous 13F -6,937 shares

    0.49% of the 13F portfolio, value $8,800,470.

    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 113,519 shares
    Change vs previous 13F +2,922 shares

    0.53% of the 13F portfolio, value $9,401,650.

    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 110,597 shares
    Change vs previous 13F +4,937 shares

    0.54% of the 13F portfolio, value $9,175,122.

    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 105,660 shares
    Change vs previous 13F +2,078 shares

    0.56% of the 13F portfolio, value $8,754,962.

    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 103,582 shares
    Change vs previous 13F +5,807 shares

    0.58% of the 13F portfolio, value $8,569,355.

    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 97,775 shares
    Change vs previous 13F -14,620 shares

    0.55% of the 13F portfolio, value $8,015,561.

    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 112,395 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,345,676.

    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).