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JFS WEALTH ADVISORS, LLC: VIG position timeline

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

JFS WEALTH ADVISORS, LLC held 62,667 VIG 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 62,667 shares
    Change vs previous 13F +236 shares

    0.74% of the 13F portfolio, value $14,828,312.

    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 62,431 shares
    Change vs previous 13F -1,294 shares

    0.75% of the 13F portfolio, value $13,426,453.

    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 63,725 shares
    Change vs previous 13F +183 shares

    0.79% of the 13F portfolio, value $14,005,411.

    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 63,542 shares
    Change vs previous 13F -461 shares

    0.8% of the 13F portfolio, value $13,711,880.

    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 64,003 shares
    Change vs previous 13F -1,017 shares

    0.83% of the 13F portfolio, value $13,099,444.

    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 65,020 shares
    Change vs previous 13F -1,230 shares

    0.85% of the 13F portfolio, value $12,613,183.

    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 66,250 shares
    Change vs previous 13F -471 shares

    0.89% of the 13F portfolio, value $12,973,672.

    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 66,721 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $13,214,839.

    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).