Position in JEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,508
+$18,565 QoQ
Shares Held
2,051
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 581 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $15,012,066 across 42 Capital Markets names. JEF ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,807 | $7,895,765 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
23,224 | $2,328,902 | |
| 3 | MS |
Morgan Stanley
|
7,199 | $1,504,878 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,488 | $967,727 | |
| 5 | SNEX |
StoneX Group Inc.
|
5,980 | $472,459 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,288 | $327,682 | |
| 7 | MARA |
MARA Holdings, Inc.
|
14,298 | $198,599 | |
| 8 | PIPR |
Piper Sandler Companies
|
2,432 | $175,930 |
All Filings in JEF
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,508 | 2,051 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $83,943 | 2,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $110,554 | 1,784 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $297,726 | 4,551 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $242,057 | 4,426 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $122,246 | 2,282 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $144,726 | 1,846 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $106,235 | 1,726 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $83,696 | 1,682 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $74,176 | 1,682 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $70,879 | 1,754 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $63,333 | 1,729 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $57,350 | 1,729 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $54,878 | 1,729 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,270 | 1,729 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $56,463 | 1,914 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $52,864 | 1,914 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $52,729 | 1,359 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $77,044 | 2,075 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $58,174 | 1,701 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $50,959 | 1,693 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||