Safeguard Investment Advisory Group, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1846711
Corona, CA
Position in JEF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,971,061
+$343,497 QoQ
Shares Held
39,437
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#181
of 581 holders
Holding Since
Dec 2020
23 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, 2026Safeguard Investment Advisory Group, LLC holds $2,589,454 across 3 Capital Markets names. JEF ranks #1 (76.1% of the industry book) .
All Filings in JEF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,061 | 39,437 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,627,564 | 39,437 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,443,910 | 39,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,579,968 | 39,437 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,156,809 | 39,437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,112,640 | 39,437 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,091,860 | 39,437 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,427,347 | 39,437 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,962,385 | 39,437 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,739,171 | 39,437 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,593,649 | 39,437 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,444,577 | 39,437 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,308,125 | 39,437 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,251,730 | 39,437 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,351,901 | 39,437 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,163,392 | 39,437 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,089,251 | 39,437 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,295,507 | 39,437 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,249,903 | 32,214 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,615,413 | 43,507 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,398,541 | 40,893 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,424,302 | 47,319 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $836,401 | 34,000 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||