Position in JEF
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,736
-$25,868 QoQ
Shares Held
139
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in JEF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,736 | 139 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,604 | 510 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $119,391 | 1,825 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $99,809 | 1,825 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $100,175 | 1,870 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $154,448 | 1,970 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $172,955 | 2,810 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $161,720 | 3,250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $157,569 | 3,573 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $144,465 | 3,575 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $131,868 | 3,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $118,416 | 3,570 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $113,311 | 3,570 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $90,156 | 2,630 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $77,585 | 2,630 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $128,157 | 4,640 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $231,264 | 7,040 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $290,806 | 7,495 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $263,622 | 7,100 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $256,500 | 7,500 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $245,164 | 8,145 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||