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JONES FINANCIAL COMPANIES LLLP: AIQ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 427,462 AIQ 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 427,462 shares
    Change vs previous 13F +67,077 shares

    0.01% of the 13F portfolio, value $26,994,238.

    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 360,385 shares
    Change vs previous 13F +58,876 shares

    0.01% of the 13F portfolio, value $16,386,712.

    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 301,509 shares
    Change vs previous 13F +143,963 shares

    0.01% of the 13F portfolio, value $15,334,738.

    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 157,546 shares
    Change vs previous 13F +73,202 shares

    0.01% of the 13F portfolio, value $7,707,163.

    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 84,344 shares
    Change vs previous 13F +19,776 shares

    <0.01% of the 13F portfolio, value $3,658,002.

    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 64,568 shares
    Change vs previous 13F +33,815 shares

    <0.01% of the 13F portfolio, value $2,359,301.

    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 30,753 shares
    Change vs previous 13F +17,777 shares

    <0.01% of the 13F portfolio, value $1,188,296.

    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 12,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $483,096.

    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).