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Disclosery

Jefferies Financial Group Inc.: XLV position timeline

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

Jefferies Financial Group Inc. held 150,963 XLV 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 150,963 shares
    Change vs previous 13F +26,833 shares

    0.22% of the 13F portfolio, value $23,951,872.

    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 124,130 shares
    Change vs previous 13F +112,206 shares

    0.22% of the 13F portfolio, value $18,198,654.

    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 11,924 shares
    Change vs previous 13F +10,260 shares

    0.02% of the 13F portfolio, value $1,845,805.

    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 1,664 shares
    Change vs previous 13F -4,200 shares

    <0.01% of the 13F portfolio, value $231,541.

    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 5,864 shares
    Change vs previous 13F -3,428 shares

    0.01% of the 13F portfolio, value $790,422.

    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 9,292 shares
    Change vs previous 13F -21,577 shares

    0.02% of the 13F portfolio, value $1,356,776.

    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 30,869 shares
    Change vs previous 13F -24,751 shares

    0.05% of the 13F portfolio, value $4,246,638.

    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 55,620 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,566,659.

    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).