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JFS WEALTH ADVISORS, LLC: VEA position timeline

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

JFS WEALTH ADVISORS, LLC held 508,227 VEA 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 508,227 shares
    Change vs previous 13F -1,383 shares

    1.81% of the 13F portfolio, value $36,211,185.

    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 509,610 shares
    Change vs previous 13F -4,198 shares

    1.83% of the 13F portfolio, value $32,655,819.

    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 513,808 shares
    Change vs previous 13F +22,876 shares

    1.81% of the 13F portfolio, value $32,097,590.

    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 490,932 shares
    Change vs previous 13F +4,972 shares

    1.72% of the 13F portfolio, value $29,416,647.

    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 485,960 shares
    Change vs previous 13F +20,301 shares

    1.76% of the 13F portfolio, value $27,704,591.

    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 465,659 shares
    Change vs previous 13F +18,663 shares

    1.6% of the 13F portfolio, value $23,669,457.

    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 446,996 shares
    Change vs previous 13F -6,583 shares

    1.46% of the 13F portfolio, value $21,375,357.

    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 453,579 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $23,953,518.

    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).