West Oak Capital, LLC JEFFERIES GROUP INC holdings history
JEFFERIES GROUP INC · CUSIP 472319102 · CIK 1387399
As of 2025-09-30, West Oak Capital, LLC reported 183.11K JEFFERIES GROUP INC (shares), valued at $119.79K, or 0.06% of its reported non-derivative portfolio. Filed 2025-10-03.
Verify history & sources →Shares decreased 11.37%; reported value increased 6.01%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | 0.06% | 183,107 | SEC filing ↗Filed Oct 3, 2025 |
| Q2 2025 | 0.05% | 206,607 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 0.27% | 934,805 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 26.62% | 919,081 | SEC filing ↗Filed Jan 14, 2025Amended |
| Q3 2024 | 21.46% | 918,881 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 18.40% | 918,881 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 17.23% | 918,881 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 17.12% | 918,881 | SEC filing ↗Filed Jan 18, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 17.12% | 918,881 | $36.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 17.23% | 918,881 | $40.52M | Shares unchanged; reported value increased 10.67%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 18.40% | 918,881 | $45.72M | Shares unchanged; reported value increased 12.83%, and weight changed +1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 21.46% | 918,881 | $56.56M | Shares unchanged; reported value increased 23.69%, and weight changed +3.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 26.62% | 919,081 | $72.06M | Shares increased 0.02%; reported value increased 27.40%, and weight changed +5.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 0.27% | 934,805 | $500.77K | Shares increased 1.71%; reported value decreased 99.31%, and weight changed -26.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 0.05% | 206,607 | $112.99K | Shares decreased 77.90%; reported value decreased 77.44%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 0.06% | 183,107 | $119.79K | Shares decreased 11.37%; reported value increased 6.01%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2025 |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.