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JFS WEALTH ADVISORS, LLC: XLE position timeline

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

JFS WEALTH ADVISORS, LLC held 43,549 XLE 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 43,549 shares
    Change vs previous 13F +2,034 shares

    0.12% of the 13F portfolio, value $2,312,895.

    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 41,515 shares
    Change vs previous 13F +359 shares

    0.14% of the 13F portfolio, value $2,543,232.

    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 41,156 shares
    Change vs previous 13F +18,091 shares

    0.1% of the 13F portfolio, value $1,840,063.

    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 23,065 shares
    Change vs previous 13F +4,513 shares

    0.12% of the 13F portfolio, value $2,060,594.

    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 18,552 shares
    Change vs previous 13F +847 shares

    0.1% of the 13F portfolio, value $1,573,410.

    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 17,705 shares
    Change vs previous 13F +557 shares

    0.11% of the 13F portfolio, value $1,654,506.

    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 17,148 shares
    Change vs previous 13F -862 shares

    0.1% of the 13F portfolio, value $1,468,871.

    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 18,010 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,581,283.

    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).