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JONES FINANCIAL COMPANIES LLLP: AEP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 570,666 AEP 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 570,666 shares
    Change vs previous 13F +203,284 shares

    0.03% of the 13F portfolio, value $79,128,449.

    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 367,382 shares
    Change vs previous 13F +184,282 shares

    0.02% of the 13F portfolio, value $47,805,341.

    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 183,100 shares
    Change vs previous 13F +21,592 shares

    0.01% of the 13F portfolio, value $21,113,283.

    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 161,508 shares
    Change vs previous 13F +32,405 shares

    0.01% of the 13F portfolio, value $17,636,484.

    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 129,103 shares
    Change vs previous 13F +27,185 shares

    0.01% of the 13F portfolio, value $13,232,453.

    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 101,918 shares
    Change vs previous 13F +27,641 shares

    0.01% of the 13F portfolio, value $10,908,683.

    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 74,277 shares
    Change vs previous 13F +22,743 shares

    0.01% of the 13F portfolio, value $6,850,606.

    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 51,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,250,625.

    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).