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Disclosery

Carmel Capital Partners, LLC: JEF position timeline

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

Carmel Capital Partners, LLC held 7,939 JEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,939 shares
    Change vs previous 13F -8 shares

    0.13% of the 13F portfolio, value $396,791.

    13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,947 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $327,973.

    13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,987 shares
    Change vs previous 13F -15 shares

    0.17% of the 13F portfolio, value $494,954.

    13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,002 shares
    Change vs previous 13F -4,231 shares

    0.22% of the 13F portfolio, value $523,491.

    13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,233 shares
    Change vs previous 13F -7,165 shares

    0.23% of the 13F portfolio, value $669,023.

    13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,398 shares
    Change vs previous 13F -12 shares

    0.41% of the 13F portfolio, value $1,039,151.

    13F-HR 0001900481-25-000004 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 19,410 shares
    Change vs previous 13F -64 shares

    0.61% of the 13F portfolio, value $1,521,744.

    13F-HR 0001900481-25-000003 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,474 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,198,625.

    13F-HR 0001900481-24-000012 filed by Carmel Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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