Institute for Wealth Management, LLC.
Position in JEF — Jefferies Financial Group Inc.
CIK 1533954
DENVER, CO
Position in JEF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$105,907
-$558,879 QoQ
Shares Held
2,119
-91.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 581 holders
Holding Since
Mar 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,785,728 across 16 Capital Markets names. JEF ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,512 | $9,620,151 | |
| 2 | MS |
Morgan Stanley
|
16,397 | $3,427,628 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,886 | $1,004,451 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,025 | $288,722 | |
| 5 | LAZ |
Lazard, Inc.
|
2,808 | $117,767 | |
| 6 | JEF |
Jefferies Financial Group Inc.
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|
2,119 | $105,907 | |
| 7 | PIPR |
Piper Sandler Companies
|
1,068 | $77,259 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
511 | $51,243 |
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,907 | 2,119 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $664,786 | 24,069 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $495,017 | 15,069 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||