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JFS WEALTH ADVISORS, LLC: T position timeline

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

JFS WEALTH ADVISORS, LLC held 55,996 T 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 55,996 shares
    Change vs previous 13F -1,550 shares

    0.06% of the 13F portfolio, value $1,159,124.

    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 57,546 shares
    Change vs previous 13F -868 shares

    0.09% of the 13F portfolio, value $1,668,257.

    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 58,414 shares
    Change vs previous 13F -12,916 shares

    0.08% of the 13F portfolio, value $1,451,000.

    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 71,330 shares
    Change vs previous 13F +7,262 shares

    0.12% of the 13F portfolio, value $2,014,346.

    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 64,068 shares
    Change vs previous 13F -5,425 shares

    0.12% of the 13F portfolio, value $1,854,123.

    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 69,493 shares
    Change vs previous 13F -2,225 shares

    0.13% of the 13F portfolio, value $1,965,267.

    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 71,718 shares
    Change vs previous 13F -914 shares

    0.11% of the 13F portfolio, value $1,633,016.

    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 72,632 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,597,910.

    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).