TWIN PEAKS WEALTH ADVISORS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2006218
BURLINGAME, CA
Position in JEF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,146
-$1,791 QoQ
Shares Held
52
-27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,429,073 across 3 Capital Markets names.
All Filings in JEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,146 | 52 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $3,937 | 72 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||