Alteri Wealth LLC

Position in JEF — Jefferies Financial Group Inc.

CIK 2054980 WESTLAKE VILLAGE, CA

Position in JEF

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$378,798

+$66,137 QoQ

Shares Held

7,579

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#339

of 581 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $2,242,770 across 4 Capital Markets names. JEF ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,080	$1,092,279
2	MS	Morgan Stanley	2,299	$480,582
3	JEF	Jefferies Financial Group Inc. This page	7,579	$378,798
4	SCHW	Schwab Charles Corp	3,155	$291,111

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,798	7,579	+0.0%	Shares	Sole	2026-07-29
2026-03-31	$312,661	7,576	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$468,988	7,568	0.0%	Shares	Sole	2026-02-11
2025-09-30	$495,098	7,568	0.0%	Shares	Sole	2025-11-10
2025-06-30	$413,893	7,568	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$405,096	7,562	0.0%	Shares	Sole	2025-05-07
2024-12-31	$592,860	7,562	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.