Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

JEF holding history

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

JEF overview All 13F holders of JEF Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of JEF by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−765−100.0%	Sold out	Holders
Q3 2025	765	$50.0K	<0.1%	+765	New	Holders
Q4 2021	0	$0	0.0%	−6,909−100.0%	Sold out	Holders
Q3 2021	6,909	$257.0K	<0.1%	+6,909	New	Holders