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Disclosery

Jefferies Financial Group Inc.: IWD position timeline

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

Jefferies Financial Group Inc. held 116,488 IWD 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 116,488 shares
    Change vs previous 13F +51,561 shares

    0.26% of the 13F portfolio, value $28,240,317.

    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 64,927 shares
    Change vs previous 13F +10,790 shares

    0.17% of the 13F portfolio, value $13,873,002.

    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 54,137 shares
    Change vs previous 13F +1,825 shares

    0.09% of the 13F portfolio, value $11,387,283.

    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 52,312 shares
    Change vs previous 13F -572 shares

    0.1% of the 13F portfolio, value $10,650,291.

    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 52,884 shares
    Change vs previous 13F +1,377 shares

    0.17% of the 13F portfolio, value $10,271,581.

    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 51,507 shares
    Change vs previous 13F +5,996 shares

    0.17% of the 13F portfolio, value $9,691,488.

    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 45,511 shares
    Change vs previous 13F +4,727 shares

    0.09% of the 13F portfolio, value $8,425,391.

    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 40,784 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,740,758.

    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).