Western Wealth Management, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1767902 GOLDEN, CO

Position in JEF

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$357,686

-$286,448 QoQ

Shares Held

8,667

+5.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Western Wealth Management, LLC holds $6,166,271 across 25 Capital Markets names. JEF ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,718	$2,299,400
2	MS	Morgan Stanley	9,263	$1,524,411
3	SCHW	Schwab Charles Corp	7,710	$724,585
4	JEF	Jefferies Financial Group Inc. This page	8,667	$357,686
5	IREN	IREN Ltd	8,962	$307,217
6	MARA	MARA Holdings, Inc.	27,140	$221,462
7	LPLA	LPL Financial Holdings Inc.	503	$151,317
8	GLXY	Galaxy Digital Inc.	6,844	$126,271

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$431,712	13,173	-6.7%	Shares	Sole	2023-02-03
2022-09-30	$397,996	14,112	+4.7%	Shares	Sole	2022-11-07
2022-06-30	$355,786	13,474	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$426,391	13,577	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.