Ervin Investment Management, LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 1907802 SEATTLE, WA

Position in JEF

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,607,056

+$880,045 QoQ

Shares Held

92,178

+2.1% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

3.28%

of 13F equity value

Holder Rank

#123

of 581 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ervin Investment Management, LLC holds $4,607,056 across 1 Capital Markets name. JEF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JEF	Jefferies Financial Group Inc. This page	92,178	$4,607,056

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,607,056	92,178	+2.1%	Shares	Sole	2026-07-14
2026-03-31	$3,727,011	90,308	+3.7%	Shares	Sole	2026-04-08
2025-12-31	$5,397,834	87,104	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$5,671,783	86,698	-3.8%	Shares	Sole	2025-10-07
2025-06-30	$4,930,030	90,145	+3.0%	Shares	Sole	2025-07-22
2025-03-31	$4,686,571	87,485	+148.9%	Shares	Sole	2025-04-09
2024-12-31	$2,755,760	35,150	-62.7%	Shares	Sole	2025-01-16
2024-09-30	$5,797,640	94,194	-1.0%	Shares	Sole	2024-10-16
2024-06-30	$4,734,614	95,149	-1.5%	Shares	Sole	2024-07-22
2024-03-31	$4,260,589	96,612	-1.2%	Shares	Sole	2024-04-15
2023-12-31	$3,950,966	97,772	+0.2%	Shares	Sole	2024-01-11
2023-09-30	$3,574,062	97,572	-0.1%	Shares	Sole	2023-10-16
2023-06-30	$3,238,221	97,625	+1.5%	Shares	Sole	2023-07-26
2023-03-31	$3,053,927	96,217	+1.3%	Shares	Sole	2023-04-14
2022-12-31	$3,255,609	94,971	+2.4%	Shares	Sole	2023-04-14
2022-09-30	$2,735,153	92,717	+0.9%	Shares	Sole	2023-04-14
2022-06-30	$2,538,641	91,913	+0.4%	Shares	Sole	2023-04-14
2022-03-31	$3,008,013	91,568	+6.4%	Shares	Sole	2023-04-14
2021-12-31	$3,339,866	86,079	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.