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Disclosery

JONES FINANCIAL COMPANIES LLLP: AFRM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 143,904 AFRM 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 143,904 shares
    Change vs previous 13F +116,020 shares

    <0.01% of the 13F portfolio, value $11,440,379.

    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 27,884 shares
    Change vs previous 13F +9,511 shares

    <0.01% of the 13F portfolio, value $1,185,919.

    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 18,373 shares
    Change vs previous 13F +7,306 shares

    <0.01% of the 13F portfolio, value $1,367,503.

    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 11,067 shares
    Change vs previous 13F +5,170 shares

    <0.01% of the 13F portfolio, value $841,424.

    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 5,897 shares
    Change vs previous 13F +2,750 shares

    <0.01% of the 13F portfolio, value $401,350.

    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 3,147 shares
    Change vs previous 13F +1,779 shares

    <0.01% of the 13F portfolio, value $145,391.

    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 1,368 shares
    Change vs previous 13F -875 shares

    <0.01% of the 13F portfolio, value $83,311.

    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 2,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $92,322.

    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).