Position in JEF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$495,101
+$75,055 QoQ
Shares Held
9,906
-2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#317
of 581 holders
Holding Since
Mar 2020
25 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, 2026KWMG, LLC holds $495,101 across 1 Capital Markets name. JEF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
This page
|
9,906 | $495,101 |
All Filings in JEF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,101 | 9,906 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $420,046 | 10,178 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $696,480 | 11,239 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $816,376 | 12,479 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $708,563 | 12,956 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $757,426 | 14,139 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,134,996 | 14,477 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $958,148 | 15,567 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $828,056 | 16,641 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $747,891 | 16,959 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $682,767 | 16,896 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $629,559 | 17,187 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $539,178 | 16,255 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $496,921 | 15,656 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $530,175 | 15,466 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $446,482 | 15,135 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $407,671 | 14,760 | Shares | Sole | 2022-07-12 | |
| 2021-12-31 | $4,569,516 | 117,771 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,374,429 | 117,814 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,921,818 | 114,673 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,348,415 | 111,243 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,772,497 | 112,703 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,007,034 | 111,502 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,639,550 | 105,437 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,181,440 | 86,426 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||