FAMILY WEALTH PARTNERS, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2016217
MATTHEWS, NC
Position in JEF
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$244,302
New position
Shares Held
4,888
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#402
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026FAMILY WEALTH PARTNERS, LLC holds $19,700,784 across 2 Capital Markets names. JEF ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
69,073 | $19,456,482 | |
| 2 | JEF |
Jefferies Financial Group Inc.
This page
|
4,888 | $244,302 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,302 | 4,888 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||