JFS WEALTH ADVISORS, LLC: TRGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JFS WEALTH ADVISORS, LLC on TRGP, newest first. How the timeline and the estimate are built.
JFS WEALTH ADVISORS, LLC held 164 TRGP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 164 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $43,975.
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 160 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $40,117.
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 157 sharesChange vs previous 13F +38 shares
<0.01% of the 13F portfolio, value $28,967.
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 119 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $19,938.
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 119 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $20,716.
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 122 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $24,458.
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 119 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $21,242.
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 119 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $17,614.
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).