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JFS WEALTH ADVISORS, LLC: VMO position timeline

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

JFS WEALTH ADVISORS, LLC held 146,154 VMO 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 146,154 shares
    Change vs previous 13F +185 shares

    0.07% of the 13F portfolio, value $1,442,539.

    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 145,969 shares
    Change vs previous 13F +183 shares

    0.08% of the 13F portfolio, value $1,388,165.

    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 145,786 shares
    Change vs previous 13F +181 shares

    0.08% of the 13F portfolio, value $1,395,175.

    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 145,605 shares
    Change vs previous 13F +184 shares

    0.08% of the 13F portfolio, value $1,408,003.

    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 145,421 shares
    Change vs previous 13F +182 shares

    0.08% of the 13F portfolio, value $1,334,970.

    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 145,239 shares
    Change vs previous 13F +169 shares

    0.09% of the 13F portfolio, value $1,378,322.

    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 145,070 shares
    Change vs previous 13F +162 shares

    0.1% of the 13F portfolio, value $1,410,084.

    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 144,908 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,488,201.

    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).