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JFS WEALTH ADVISORS, LLC: SPLV position timeline

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

JFS WEALTH ADVISORS, LLC held 161,837 SPLV 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 161,837 shares
    Change vs previous 13F -2,016 shares

    0.6% of the 13F portfolio, value $12,121,610.

    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 163,853 shares
    Change vs previous 13F -96 shares

    0.67% of the 13F portfolio, value $11,984,208.

    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 163,949 shares
    Change vs previous 13F -406 shares

    0.66% of the 13F portfolio, value $11,709,231.

    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 164,355 shares
    Change vs previous 13F -369 shares

    0.71% of the 13F portfolio, value $12,076,787.

    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 164,724 shares
    Change vs previous 13F -1,162 shares

    0.76% of the 13F portfolio, value $11,995,216.

    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 165,886 shares
    Change vs previous 13F -1,081 shares

    0.84% of the 13F portfolio, value $12,395,031.

    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 166,967 shares
    Change vs previous 13F -2,612 shares

    0.8% of the 13F portfolio, value $11,687,703.

    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 169,579 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $12,163,906.

    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).