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Disclosery

Jefferies Financial Group Inc.: LPLA position timeline

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

Jefferies Financial Group Inc. held 3,256 LPLA 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 3,256 shares
    Change vs previous 13F +3,256 shares

    0.01% of the 13F portfolio, value $917,150.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,881 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 8,881 shares
    Change vs previous 13F +8,000 shares

    0.03% of the 13F portfolio, value $2,954,620.

    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).

  4. period ended2025-06-30
    13F 881 shares
    Change vs previous 13F -1,119 shares

    0.01% of the 13F portfolio, value $330,349.

    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).

  5. period ended2025-03-31
    13F 2,000 shares
    Change vs previous 13F -15,400 shares

    0.01% of the 13F portfolio, value $654,280.

    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).

  6. period ended2024-12-31
    13F/A 17,400 shares
    Change vs previous 13F +10,266 shares

    0.06% of the 13F portfolio, value $5,681,274.

    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).

  7. period ended2024-09-30
    13F 7,134 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,659,582.

    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).