COMPASS FINANCIAL MANAGEMENT LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 2148724
TAMPA, FL
Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,998
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 581 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $14,753,081 across 17 Capital Markets names. JEF ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MARA |
MARA Holdings, Inc.
|
431,971 | $6,000,077 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,207 | $3,243,463 | |
| 3 | CLSK |
Cleanspark, Inc.
|
125,802 | $1,830,419 | |
| 4 | SBET |
Sharplink, Inc.
|
231,220 | $1,109,856 | |
| 5 | MS |
Morgan Stanley
|
3,504 | $732,476 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,024 | $611,368 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,658 | $538,236 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
22,735 | $302,602 |
All Filings in JEF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,998 | 100 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||