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Poehling Capital Management, INC.: JEF position timeline

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

Poehling Capital Management, INC. held 122,355 JEF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,355 shares
    Change vs previous 13F -277 shares

    1.31% of the 13F portfolio, value $6,115,303.

    13F-HR 0001104659-26-084984 filed by Poehling Capital Management, INC.
    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 122,632 shares
    Change vs previous 13F -363 shares

    1.07% of the 13F portfolio, value $5,061,023.

    13F-HR 0001104659-26-046126 filed by Poehling Capital Management, INC.
    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 122,995 shares
    Change vs previous 13F -822 shares

    1.56% of the 13F portfolio, value $7,622,000.

    13F-HR 0001104659-26-011330 filed by Poehling Capital Management, INC.
    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 123,817 shares
    Change vs previous 13F -528 shares

    1.7% of the 13F portfolio, value $8,100,108.

    13F-HR 0001104659-25-106807 filed by Poehling Capital Management, INC.
    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 124,345 shares
    Change vs previous 13F +5,577 shares

    1.59% of the 13F portfolio, value $6,800,428.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, INC.
    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 118,768 shares
    Change vs previous 13F +2,220 shares

    1.61% of the 13F portfolio, value $6,362,402.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, INC.
    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 116,548 shares
    Change vs previous 13F -1,660 shares

    2.25% of the 13F portfolio, value $9,137,363.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, INC.
    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 118,208 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $7,275,702.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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