Essential Investment Partners LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2145170
ENGLEWOOD, CO
Position in JEF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,495
+$2,178 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#498
of 581 holders
Holding Since
Dec 2025
3 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, 2026Essential Investment Partners LLC holds $153,276 across 3 Capital Markets names. JEF ranks #2 (8.2% of the industry book) .
All Filings in JEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,495 | 250 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,317 | 250 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $15,492 | 250 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||