ASPIRIANT, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1433541 San Francisco, CA

Position in JEF

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$250,632

-$130,421 QoQ

Shares Held

6,073

-1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $4,243,421 across 3 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	23,847	$2,200,362
2	GS	Goldman Sachs Group Inc	1,214	$1,227,803
3	MS	Morgan Stanley	3,900	$815,256

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$250,632	6,073	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$381,053	6,149	+1.3%	Shares	Sole	2026-01-20
2025-09-30	$397,295	6,073	-0.5%	Shares	Sole	2025-10-24
2025-06-30	$333,827	6,104	-0.5%	Shares	Sole	2025-07-29
2025-03-31	$328,651	6,135	+1.0%	Shares	Sole	2025-04-21
2024-12-31	$476,358	6,076	+0.0%	Shares	Sole	2025-01-16
2024-09-30	$373,854	6,074	0.0%	Shares	Sole	2024-10-17
2024-06-30	$302,242	6,074	-2.7%	Shares	Sole	2024-07-15
2024-03-31	$275,316	6,243	0.0%	Shares	Sole	2024-04-15
2023-12-31	$252,279	6,243	0.0%	Shares	Sole	2024-01-26
2023-09-30	$228,681	6,243	+2.8%	Shares	Sole	2023-10-18
2023-06-30	$201,441	6,073	0.0%	Shares	Sole	2023-07-19
2022-12-31	$208,182	6,073	-0.9%	Shares	Sole	2023-01-23
2022-03-31	$201,403	6,131	-1.0%	Shares	Sole	2022-05-06
2021-12-31	$240,249	6,192	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.