Integrated Wealth Concepts LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1737109
WALTHAM, MA
Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$983,956
+$59,962 QoQ
Shares Held
19,687
-12.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 581 holders
Holding Since
Dec 2025
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, 2026Integrated Wealth Concepts LLC holds $55,986,957 across 53 Capital Markets names. JEF ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,432 | $17,630,201 | |
| 2 | MS |
Morgan Stanley
|
48,243 | $10,084,716 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,991 | $6,550,339 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
41,223 | $4,133,842 | |
| 5 | WULF |
Terawulf Inc.
|
93,432 | $2,307,770 | |
| 6 | HUT |
Hut 8 Corp.
|
17,433 | $2,012,552 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
21,967 | $1,912,007 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,061 | $1,401,319 |
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,956 | 19,687 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $923,994 | 22,389 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $548,310 | 8,848 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||