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Disclosery

Jefferies Financial Group Inc.: XLE position timeline

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

Jefferies Financial Group Inc. held 225,375 XLE 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 225,375 shares
    Change vs previous 13F +17,723 shares

    0.11% of the 13F portfolio, value $11,969,691.

    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 207,652 shares
    Change vs previous 13F -223,353 shares

    0.16% of the 13F portfolio, value $12,720,746.

    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 431,005 shares
    Change vs previous 13F +361,763 shares

    0.16% of the 13F portfolio, value $19,270,217.

    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 69,242 shares
    Change vs previous 13F -49,005 shares

    0.06% of the 13F portfolio, value $6,186,115.

    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 118,247 shares
    Change vs previous 13F +60,568 shares

    0.17% of the 13F portfolio, value $10,028,506.

    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 57,679 shares
    Change vs previous 13F -24,359 shares

    0.09% of the 13F portfolio, value $5,390,095.

    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 82,038 shares
    Change vs previous 13F -20,600 shares

    0.08% of the 13F portfolio, value $7,027,340.

    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 102,638 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,011,609.

    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).