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JONES FINANCIAL COMPANIES LLLP: AMT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 268,120 AMT 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 268,120 shares
    Change vs previous 13F -88,975 shares

    0.02% of the 13F portfolio, value $46,327,688.

    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 357,095 shares
    Change vs previous 13F +132,860 shares

    0.03% of the 13F portfolio, value $60,765,589.

    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 224,235 shares
    Change vs previous 13F +12,493 shares

    0.02% of the 13F portfolio, value $39,375,056.

    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 211,742 shares
    Change vs previous 13F +14,507 shares

    0.03% of the 13F portfolio, value $40,988,895.

    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 197,235 shares
    Change vs previous 13F +26,247 shares

    0.03% of the 13F portfolio, value $43,192,221.

    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 170,988 shares
    Change vs previous 13F +26,507 shares

    0.03% of the 13F portfolio, value $37,003,027.

    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 144,481 shares
    Change vs previous 13F +22,260 shares

    0.03% of the 13F portfolio, value $26,499,189.

    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 122,221 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $28,301,689.

    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).