Destiny Wealth Partners, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1844369
TAVARES, FL
Position in JEF
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$131,362
+$95,227 QoQ
Shares Held
3,183
+176.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
2 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, 2026Destiny Wealth Partners, LLC holds $520,542 across 3 Capital Markets names.
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,362 | 3,183 | Shares | Sole | 2026-05-11 | |
| 2022-03-31 | $36,135 | 1,100 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||