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Disclosery

Carlson Capital Management: JEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on JEF, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 3,876 JEF shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,876 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $303,878.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 4,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,200.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).