Jefferies Finl Group shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Jefferies Finl Group
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Quarterly reported holdings in Jefferies Finl Group by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 27k | 61.97 |
| 2025-09-30 | $1.7M | 26k | 65.42 |
| 2025-06-30 | $1.7M | 31k | 54.69 |
| 2025-03-31 | $1.5M | 28k | 53.57 |
| 2024-12-31 | $2.2M | 28k | 79.02 |
| 2024-09-30 | $1.7M | 28k | 61.55 |
| 2024-06-30 | $1.4M | 27k | 51.50 |
| 2024-03-31 | $1.1M | 26k | 44.10 |
| 2023-12-31 | $1.0M | 25k | 40.99 |
| 2023-09-30 | $766k | 23k | 33.26 |
| 2023-06-30 | $701k | 20k | 35.25 |
| 2023-03-31 | $570k | 15k | 37.23 |
| 2022-12-31 | $524k | 15k | 34.22 |