Position in JEF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$242,602
-$11,970 QoQ
Shares Held
4,854
+18.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#403
of 581 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,376,870 across 4 Capital Markets names. JEF ranks #3 (17.6% of the industry book) .
All Filings in JEF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,602 | 4,854 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $254,572 | 4,108 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||