DiNuzzo Private Wealth, Inc.

Position in JEF — Jefferies Financial Group Inc.

CIK 1994563 BEAVER, PA

Position in JEF

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,049

+$481 QoQ

Shares Held

+7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#535

of 581 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DiNuzzo Private Wealth, Inc. holds $159,464 across 20 Capital Markets names. JEF ranks #9 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	420	$87,796
2	GS	Goldman Sachs Group Inc	25	$25,284
3	HOOD	Robinhood Markets, Inc.	102	$10,228
4	SCHW	Schwab Charles Corp	83	$7,658
5	PIPR	Piper Sandler Companies	96	$6,944
6	LPLA	LPL Financial Holdings Inc.	16	$4,506
7	SF	Stifel Financial Corp	34	$2,372
8	IBKR	Interactive Brokers Group, Inc.	25	$2,176

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,049	41	+7.9%	Shares	Sole	2026-07-10
2026-03-31	$1,568	38	0.0%	Shares	Sole	2026-04-08
2025-12-31	$2,354	38	-5.0%	Shares	Sole	2026-01-16
2025-09-30	$2,616	40	0.0%	Shares	Sole	2025-10-14
2025-06-30	$2,187	40	-9.1%	Shares	Sole	2025-07-17
2025-03-31	$2,357	44	-6.4%	Shares	Sole	2025-04-25
2024-12-31	$3,684	47	+14.6%	Shares	Sole	2025-01-23
2024-09-30	$2,523	41	0.0%	Shares	Sole	2024-10-17
2024-06-30	$2,040	41	+20.6%	Shares	Sole	2024-07-30
2024-03-31	$1,499	34	0.0%	Shares	Sole	2024-05-06
2023-12-31	$1,373	34	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.