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JONES FINANCIAL COMPANIES LLLP: ADX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on ADX, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 197,843 ADX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,843 shares
    Change vs previous 13F +36,793 shares

    <0.01% of the 13F portfolio, value $4,957,936.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 161,050 shares
    Change vs previous 13F +40,145 shares

    <0.01% of the 13F portfolio, value $3,431,981.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 120,905 shares
    Change vs previous 13F +34,841 shares

    <0.01% of the 13F portfolio, value $2,819,515.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 86,064 shares
    Change vs previous 13F +27,039 shares

    <0.01% of the 13F portfolio, value $1,902,864.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,025 shares
    Change vs previous 13F +16,104 shares

    <0.01% of the 13F portfolio, value $1,267,862.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 42,921 shares
    Change vs previous 13F +7,507 shares

    <0.01% of the 13F portfolio, value $812,494.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,414 shares
    Change vs previous 13F +19,094 shares

    <0.01% of the 13F portfolio, value $715,370.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,086.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).