Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: SMCI position timeline

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

JFS WEALTH ADVISORS, LLC held 1,316 SMCI 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 1,316 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $38,599.

    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 1,388 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $31,605.

    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 1,551 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $45,398.

    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 1,527 shares
    Change vs previous 13F -1,323 shares

    <0.01% of the 13F portfolio, value $73,205.

    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 2,850 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $139,679.

    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 2,830 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $96,900.

    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 130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,963.

    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).