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JONES FINANCIAL COMPANIES LLLP: APO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 112,610 APO 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 112,610 shares
    Change vs previous 13F +8,693 shares

    0.01% of the 13F portfolio, value $13,320,633.

    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 103,917 shares
    Change vs previous 13F +87,677 shares

    0.01% of the 13F portfolio, value $11,267,215.

    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 16,240 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $2,350,928.

    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 15,186 shares
    Change vs previous 13F +2,387 shares

    <0.01% of the 13F portfolio, value $2,089,297.

    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 12,799 shares
    Change vs previous 13F +1,525 shares

    <0.01% of the 13F portfolio, value $1,829,075.

    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 11,274 shares
    Change vs previous 13F +2,105 shares

    <0.01% of the 13F portfolio, value $1,544,042.

    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 9,169 shares
    Change vs previous 13F +5,863 shares

    <0.01% of the 13F portfolio, value $1,514,395.

    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 3,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,855.

    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).