Skip to content
Disclosery

JFS WEALTH ADVISORS, LLC: XNEAX position timeline

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

JFS WEALTH ADVISORS, LLC held 122,982 XNEAX 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 122,982 shares
    Change vs previous 13F +138 shares

    0.07% of the 13F portfolio, value $1,443,807.

    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 122,844 shares
    Change vs previous 13F +54 shares

    0.08% of the 13F portfolio, value $1,379,536.

    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 122,790 shares
    Change vs previous 13F +109 shares

    0.08% of the 13F portfolio, value $1,428,044.

    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 122,681 shares
    Change vs previous 13F +90 shares

    0.08% of the 13F portfolio, value $1,397,342.

    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 122,591 shares
    Change vs previous 13F +88 shares

    0.09% of the 13F portfolio, value $1,338,694.

    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 122,503 shares
    Change vs previous 13F +55 shares

    0.09% of the 13F portfolio, value $1,372,035.

    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 122,448 shares
    Change vs previous 13F +107 shares

    0.09% of the 13F portfolio, value $1,381,213.

    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 122,341 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,464,427.

    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).