Delta Investment Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1757043
SAN FRANCISCO, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$562,974
+$307,761 QoQ
Shares Held
11,264
+82.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#302
of 581 holders
Holding Since
Jun 2020
11 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, 2026Delta Investment Management, LLC holds $3,118,126 across 4 Capital Markets names. JEF ranks #3 (18.1% of the industry book) .
All Filings in JEF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,974 | 11,264 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $255,213 | 6,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $277,873 | 4,484 | Shares | Sole | 2026-01-30 | |
| 2022-03-31 | $367,394 | 11,184 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $395,139 | 10,184 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $489,484 | 13,183 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $519,258 | 15,183 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $488,613 | 16,233 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $409,074 | 16,629 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $299,321 | 16,629 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $336,347 | 21,630 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||