Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: WMT position timeline

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

JFS WEALTH ADVISORS, LLC held 30,535 WMT 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 30,535 shares
    Change vs previous 13F -746 shares

    0.17% of the 13F portfolio, value $3,458,446.

    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 31,281 shares
    Change vs previous 13F -1,356 shares

    0.22% of the 13F portfolio, value $3,889,269.

    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 32,637 shares
    Change vs previous 13F -543 shares

    0.2% of the 13F portfolio, value $3,636,043.

    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 33,180 shares
    Change vs previous 13F +1,458 shares

    0.2% of the 13F portfolio, value $3,419,489.

    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 31,722 shares
    Change vs previous 13F -424 shares

    0.2% of the 13F portfolio, value $3,101,815.

    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 32,146 shares
    Change vs previous 13F -2,816 shares

    0.19% of the 13F portfolio, value $2,822,088.

    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 34,962 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,158,785.

    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 34,962 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,823,153.

    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).