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JFS WEALTH ADVISORS, LLC: SUB position timeline

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

JFS WEALTH ADVISORS, LLC held 74,471 SUB 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 74,471 shares
    Change vs previous 13F -11,232 shares

    0.4% of the 13F portfolio, value $7,928,897.

    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 85,703 shares
    Change vs previous 13F +1,148 shares

    0.51% of the 13F portfolio, value $9,127,389.

    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 84,555 shares
    Change vs previous 13F -72 shares

    0.51% of the 13F portfolio, value $9,022,013.

    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 84,627 shares
    Change vs previous 13F +9,327 shares

    0.53% of the 13F portfolio, value $9,036,482.

    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 75,300 shares
    Change vs previous 13F +22,320 shares

    0.51% of the 13F portfolio, value $8,007,408.

    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 52,980 shares
    Change vs previous 13F +2,624 shares

    0.38% of the 13F portfolio, value $5,594,675.

    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 50,356 shares
    Change vs previous 13F -8,809 shares

    0.36% of the 13F portfolio, value $5,311,500.

    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 59,165 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,282,772.

    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).