SHELTON WEALTH MANAGEMENT, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1903883 FORT WORTH, TX

Position in JEF

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$280,512

-$1,149,631 QoQ

Shares Held

6,797

-70.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON WEALTH MANAGEMENT, LLC holds $2,709,267 across 4 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,212	$1,225,780
2	LPLA	LPL Financial Holdings Inc.	3,436	$967,852
3	HOOD	Robinhood Markets, Inc.	3,329	$333,832
4	RIOT	Riot Platforms, Inc.	6,640	$181,803

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$280,512	6,797	-70.5%	Shares	Sole	2026-04-28
2025-12-31	$1,430,143	23,078	+7.9%	Shares	Sole	2026-01-26
2025-09-30	$1,399,333	21,390	+5.3%	Shares	Sole	2025-10-09
2025-06-30	$1,110,535	20,306	+38.7%	Shares	Sole	2025-07-11
2025-03-31	$784,211	14,639	-1.5%	Shares	Sole	2025-04-21
2024-12-31	$1,165,416	14,865	-6.3%	Shares	Sole	2025-01-15
2024-09-30	$976,183	15,860	-10.5%	Shares	Sole	2024-10-21
2024-06-30	$881,647	17,718	+35.5%	Shares	Sole	2024-07-23
2024-03-31	$576,739	13,078	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.