JFS WEALTH ADVISORS, LLC
CIK
0001568068
City
HERMITAGE
State / Country
PA
Holdings in DMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $42,322 | 3,851 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $40,756 | 3,809 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $38,488 | 3,766 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $39,436 | 3,731 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $38,284 | 3,699 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $40,946 | 3,669 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $82,799 | 7,826 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $80,584 | 7,756 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $79,273 | 7,689 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $75,421 | 7,603 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $98,523 | 9,148 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $104,889 | 9,050 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $94,075 | 8,951 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $100,949 | 8,832 | Shares | Sole | 2022-10-21 |
| 2022-06-30 | $113,525 | 8,726 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $3,998,514 | 322,201 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $4,605,511 | 320,272 | Shares | Sole | 2022-02-03 |
| 2021-09-30 | $4,969,052 | 318,529 | Shares | Sole | 2021-11-09 |
| 2021-06-30 | $4,654,159 | 316,825 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $4,441,023 | 314,743 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $3,948,761 | 281,652 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $3,768,152 | 280,160 | Shares | Sole | 2020-10-28 |
| 2020-06-30 | $3,221,501 | 246,104 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $2,619,580 | 211,427 | Shares | Sole | 2020-04-29 |