VSM Wealth Advisory, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2050660
HUNT VALLEY, MD
Position in JEF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$74,370
+$12,961 QoQ
Shares Held
1,488
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#453
of 581 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $280,242 across 5 Capital Markets names. JEF ranks #3 (26.5% of the industry book) .
All Filings in JEF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,370 | 1,488 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $61,409 | 1,488 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $105,968 | 1,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,868 | 1,710 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $187,039 | 3,420 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $183,209 | 3,420 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $268,128 | 3,420 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||