Western Wealth Management, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1767902 GOLDEN, CO

Position in JEF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$428,778

+$71,092 QoQ

Shares Held

8,579

-1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#332

of 586 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $6,729,633 across 7 Capital Markets names. JEF ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,764	$2,795,426
2	MS	Morgan Stanley	9,099	$1,902,054
3	SCHW	Schwab Charles Corp	7,868	$725,980
4	IREN	IREN Ltd	9,402	$429,953
5	JEF	Jefferies Financial Group Inc. This page	8,579	$428,778
6	MARA	MARA Holdings, Inc.	26,489	$367,932
7	DEFT	Defi Technologies, Inc.	154,690	$79,510

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,778	8,579	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$357,686	8,667	+5.5%	Shares	Sole	2026-05-19
2024-12-31	$644,134	8,216	+0.4%	Shares	Sole	2025-02-18
2024-09-30	$503,725	8,184	-7.1%	Shares	Sole	2024-11-12
2023-12-31	$355,890	8,807	-28.7%	Shares	Sole	2024-01-31
2023-09-30	$452,563	12,355	-7.8%	Shares	Sole	2023-11-08
2023-06-30	$444,710	13,407	+1.0%	Shares	Sole	2023-08-30
2023-03-31	$421,411	13,277	+0.8%	Shares	Sole	2023-08-30
2022-12-31	$451,570	13,173	-6.7%	Shares	Sole	2023-02-03
2022-09-30	$416,304	14,112	+4.7%	Shares	Sole	2022-11-07
2022-06-30	$372,152	13,474	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$446,005	13,577	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.