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Disclosery

Jefferies Financial Group Inc.: IWM position timeline

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

Jefferies Financial Group Inc. held 1,263,132 IWM 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 1,263,132 shares
    Change vs previous 13F +378,894 shares

    3.49% of the 13F portfolio, value $379,508,172.

    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 884,238 shares
    Change vs previous 13F -842,653 shares

    2.68% of the 13F portfolio, value $219,291,138.

    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 1,726,891 shares
    Change vs previous 13F +270,370 shares

    3.48% of the 13F portfolio, value $425,091,583.

    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 1,456,521 shares
    Change vs previous 13F +607,503 shares

    3.23% of the 13F portfolio, value $352,419,746.

    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 849,018 shares
    Change vs previous 13F +283,563 shares

    3.02% of the 13F portfolio, value $183,209,616.

    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 565,455 shares
    Change vs previous 13F -1,424,607 shares

    1.95% of the 13F portfolio, value $112,802,527.

    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 1,990,062 shares
    Change vs previous 13F +1,365,841 shares

    4.91% of the 13F portfolio, value $439,724,054.

    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 624,221 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $137,884,262.

    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).