Whipplewood Advisors, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2052510
LITTLETON, CO
Position in JEF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,361
-$443 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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, 2026Whipplewood Advisors, LLC holds $88,571 across 7 Capital Markets names.
All Filings in JEF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,361 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $1,804 | 33 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,768 | 188 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,587 | 33 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||