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Wealth Architects, LLC

SEC CIK
0001611518
Latest filing
Jul 23, 2026

JEF holding history

Jefferies Financial Group Inc. in every 13F filed by Wealth Architects, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JEF overviewAll 13F holders of JEFFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of JEF by Wealth Architects, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,896−100.0%Sold outHolders
Q4 20242,896$227.0K<0.1%+2,896NewHolders