SEC 13F Intelligence

Leith Wheeler Investment Counsel Ltd. / JEF

Leith Wheeler Investment Counsel Ltd.’s Jefferies Financial Group In Position

Does Leith Wheeler Investment Counsel Ltd. own Jefferies Financial Group In (JEF)? Not currently — the last reported position was 196.6K shares worth $7M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2021
Shares
196.6K
% of Portfolio
+1.09%
Quarters Held
9
position exited

Position History JEF

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q4 ’19: $7MQ1 ’20: $774,000Q1 ’20Q2 ’20: $4MQ3 ’20: $14MQ3 ’20Q4 ’20: $8MQ1 ’21: $8MQ1 ’21Q2 ’21: $8MQ3 ’21: $7MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021196.6K$7M+1.09%
Q2 2021249.6K$8M+1.14%
Q1 2021252.3K$8M+1.25%
Q4 2020268.1K$8M+1.18%
Q3 2020800.7K$14M+3.01%
Q2 2020258.4K$4M+0.98%
Q1 202056.6K$774,000+0.23%
Q4 2019261.9K$7M+1.82%
Q1 2019127.9K$2M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leith Wheeler Investment Counsel Ltd.’s full portfolio or all institutional holders of JEF.