Tripletail Wealth Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2079812
ORLANDO, FL
Position in JEF
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$62,730
-$7,915 QoQ
Shares Held
1,520
+33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Tripletail Wealth Management, LLC holds $1,180,533 across 3 Capital Markets names.
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,730 | 1,520 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $70,645 | 1,140 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $74,578 | 1,140 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||