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Disclosery

Jefferies Financial Group Inc.: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jefferies Financial Group Inc. on ITOT, newest first. How the timeline and the estimate are built.

Jefferies Financial Group Inc. held 24,017 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,017 shares
    Change vs previous 13F +181 shares

    0.04% of the 13F portfolio, value $3,945,298.

    13F-HR 0001085146-26-000619 filed by Jefferies Financial Group 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 23,836 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $3,394,925.

    13F-HR 0000096223-26-000018 filed by Jefferies Financial Group 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 23,833 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $3,543,684.

    13F-HR 0000096223-26-000010 filed by Jefferies Financial Group 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 23,828 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $3,470,595.

    13F-HR 0000096223-25-000015 filed by Jefferies Financial Group 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 23,825 shares
    Change vs previous 13F -810 shares

    0.05% of the 13F portfolio, value $3,217,264.

    13F-HR 0001085146-25-004924 filed by Jefferies Financial Group 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 24,635 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $3,005,670.

    13F-HR 0001085146-25-002834 filed by Jefferies Financial Group 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/A 24,631 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $3,168,011.

    13F-HR/A 0001085146-25-001774 filed by Jefferies Financial Group 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 24,626 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,093,523.

    13F-HR 0001085146-24-005726 filed by Jefferies Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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