JFS WEALTH ADVISORS, LLC: TDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFS WEALTH ADVISORS, LLC on TDW, newest first. How the timeline and the estimate are built.
JFS WEALTH ADVISORS, LLC held 36 TDW shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 36 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $2,399.
13F-HR 0001568068-26-000003 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $2,758.
13F-HR 0001568068-26-000002 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27 sharesChange vs previous 13F +15 shares
<0.01% of the 13F portfolio, value $1,364.
13F-HR 0001568068-26-000001 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12 sharesChange vs previous 13F +10 shares
<0.01% of the 13F portfolio, value $640.
13F-HR 0001568068-25-000006 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2 sharesChange vs previous 13F -5 shares
<0.01% of the 13F portfolio, value $93.
13F-HR 0001568068-25-000003 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7 sharesChange vs previous 13F -2 shares
<0.01% of the 13F portfolio, value $296.
13F-HR 0001568068-25-000002 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9 sharesChange vs previous 13F -10 shares
<0.01% of the 13F portfolio, value $493.
13F-HR 0001568068-25-000001 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,365.
13F-HR 0001568068-24-000005 filed by JFS WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).