Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: XLRE position timeline

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

JFS WEALTH ADVISORS, LLC held 111,322 XLRE 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 111,322 shares
    Change vs previous 13F -3,294 shares

    0.24% of the 13F portfolio, value $4,901,517.

    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 114,616 shares
    Change vs previous 13F -9,850 shares

    0.26% of the 13F portfolio, value $4,679,782.

    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 124,466 shares
    Change vs previous 13F -9,189 shares

    0.28% of the 13F portfolio, value $5,022,194.

    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 133,655 shares
    Change vs previous 13F -4,464 shares

    0.33% of the 13F portfolio, value $5,630,896.

    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 138,119 shares
    Change vs previous 13F +2,660 shares

    0.36% of the 13F portfolio, value $5,720,909.

    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 135,459 shares
    Change vs previous 13F +22,901 shares

    0.38% of the 13F portfolio, value $5,668,963.

    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 112,558 shares
    Change vs previous 13F +13,240 shares

    0.31% of the 13F portfolio, value $4,577,747.

    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 99,318 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,436,519.

    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).