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KARPAS STRATEGIES, LLC: JEF position timeline

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

KARPAS STRATEGIES, LLC held 111,775 JEF shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 111,775 shares
    Change vs previous 13F -1,522 shares

    1.74% of the 13F portfolio, value $5,561,924.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 113,297 shares
    Change vs previous 13F -478 shares

    1.55% of the 13F portfolio, value $4,996,398.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 113,775 shares
    Change vs previous 13F -3,370 shares

    1.52% of the 13F portfolio, value $4,597,648.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 117,145 shares
    Change vs previous 13F -1,000 shares

    1.58% of the 13F portfolio, value $4,291,021.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 118,145 shares
    Change vs previous 13F -500 shares

    1.32% of the 13F portfolio, value $3,918,870.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 118,645 shares
    Change vs previous 13F -908 shares

    1.33% of the 13F portfolio, value $3,765,792.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 119,553 shares
    Change vs previous 13F -2,300 shares

    1.44% of the 13F portfolio, value $4,098,277.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 121,853 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,595,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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