Jefferies Finl Group shares owned by True Wealth Design
Quarter-by-quarter ownership of Jefferies Finl Group (JEF) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Jefferies Finl Group
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Quarterly reported holdings in Jefferies Finl Group by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $108k | 2.2k | 49.98 |
| 2026-03-31 | $55k | 1.3k | 41.27 |
| 2025-12-31 | $46k | 736 | 61.97 |
| 2025-09-30 | $9.0k | 138 | 65.42 |
| 2025-06-30 | $4.4k | 81 | 54.69 |
| 2025-03-31 | $697 | 13 | 53.62 |