SEC 13F Intelligence

Carolina Wealth Advisors, LLC / JEF

Carolina Wealth Advisors, LLC’s Jefferies Financial Group In Position

Does Carolina Wealth Advisors, LLC own Jefferies Financial Group In (JEF)? Not currently — the last reported position was 144.4K shares worth $4M in Q2 2022; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$4M
Q2 2022
Shares
144.4K
% of Portfolio
+2.64%
Quarters Held
3
position exited

Position History JEF

Reported value by quarter
Q4 ’21: $180,000Q4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022144.4K$4M+2.64%
Q1 2022109.1K$4M+2.26%
Q4 20214.6K$180,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of JEF.