Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: VYMI position timeline

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

JFS WEALTH ADVISORS, LLC held 57,125 VYMI 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 57,125 shares
    Change vs previous 13F +2,827 shares

    0.28% of the 13F portfolio, value $5,609,629.

    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 54,298 shares
    Change vs previous 13F -962 shares

    0.29% of the 13F portfolio, value $5,117,061.

    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 55,260 shares
    Change vs previous 13F -1,802 shares

    0.28% of the 13F portfolio, value $4,973,386.

    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 57,062 shares
    Change vs previous 13F +12,700 shares

    0.28% of the 13F portfolio, value $4,832,029.

    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 44,362 shares
    Change vs previous 13F +2,163 shares

    0.23% of the 13F portfolio, value $3,553,832.

    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 42,199 shares
    Change vs previous 13F -2,269 shares

    0.21% of the 13F portfolio, value $3,109,667.

    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 44,468 shares
    Change vs previous 13F -2,642 shares

    0.21% of the 13F portfolio, value $3,018,474.

    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 47,110 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,458,840.

    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).