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JFS WEALTH ADVISORS, LLC: TFI position timeline

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

JFS WEALTH ADVISORS, LLC held 153,591 TFI 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 153,591 shares
    Change vs previous 13F -750 shares

    0.35% of the 13F portfolio, value $7,034,475.

    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 154,341 shares
    Change vs previous 13F -1,003 shares

    0.39% of the 13F portfolio, value $6,997,831.

    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 155,344 shares
    Change vs previous 13F -84,228 shares

    0.4% of the 13F portfolio, value $7,100,793.

    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 239,572 shares
    Change vs previous 13F -11,848 shares

    0.64% of the 13F portfolio, value $10,917,305.

    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 251,420 shares
    Change vs previous 13F -64,890 shares

    0.71% of the 13F portfolio, value $11,230,946.

    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 316,310 shares
    Change vs previous 13F -7,420 shares

    0.96% of the 13F portfolio, value $14,256,106.

    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 323,730 shares
    Change vs previous 13F -2,687 shares

    1.01% of the 13F portfolio, value $14,768,547.

    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 326,417 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $15,286,110.

    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).