CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

JEF holding history

Jefferies Financial Group Inc. in every 13F filed by CWM 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 (Q2 2026): 21,712
Value: $1.09M
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2021

Holdings of JEF by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,712	$1.09M	<0.1%	+21,712	New	Holders
Q4 2021	0	$0	0.0%	−15,066−100.0%	Sold out	Holders
Q3 2021	15,066	$559.0K	0.1%	+2,481+19.7%	Added	Holders
Q2 2021	12,585	$430.0K	0.1%	+12,585	New	Holders