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JFS WEALTH ADVISORS, LLC: VTEB position timeline

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

JFS WEALTH ADVISORS, LLC held 823,707 VTEB 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 823,707 shares
    Change vs previous 13F +12,503 shares

    2.08% of the 13F portfolio, value $41,663,125.

    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 811,204 shares
    Change vs previous 13F +22,041 shares

    2.26% of the 13F portfolio, value $40,470,987.

    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 789,163 shares
    Change vs previous 13F +18,091 shares

    2.24% of the 13F portfolio, value $39,687,025.

    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 771,072 shares
    Change vs previous 13F -42,955 shares

    2.26% of the 13F portfolio, value $38,607,553.

    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 814,027 shares
    Change vs previous 13F +16,264 shares

    2.54% of the 13F portfolio, value $39,911,721.

    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 797,763 shares
    Change vs previous 13F +14,280 shares

    2.68% of the 13F portfolio, value $39,584,979.

    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 783,483 shares
    Change vs previous 13F -13,199 shares

    2.68% of the 13F portfolio, value $39,276,021.

    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 796,682 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $40,726,369.

    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).