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Disclosery

Jefferies Financial Group Inc.: UBS position timeline

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

Jefferies Financial Group Inc. held 123,024 UBS 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 123,024 shares
    Change vs previous 13F +62,184 shares

    0.06% of the 13F portfolio, value $6,097,164.

    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 60,840 shares
    Change vs previous 13F -148,509 shares

    0.03% of the 13F portfolio, value $2,352,011.

    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 209,349 shares
    Change vs previous 13F +168,793 shares

    0.08% of the 13F portfolio, value $9,751,154.

    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 40,556 shares
    Change vs previous 13F -161,716 shares

    0.02% of the 13F portfolio, value $1,662,796.

    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 202,272 shares
    Change vs previous 13F +50,992 shares

    0.11% of the 13F portfolio, value $6,844,663.

    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 151,280 shares
    Change vs previous 13F +123,422 shares

    0.08% of the 13F portfolio, value $4,601,181.

    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 27,858 shares
    Change vs previous 13F -7,613 shares

    0.01% of the 13F portfolio, value $845,357.

    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 35,471 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,094,838.

    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).