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JONES FINANCIAL COMPANIES LLLP: ATO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 100,505 ATO 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 100,505 shares
    Change vs previous 13F +4,925 shares

    0.01% of the 13F portfolio, value $17,604,642.

    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 95,580 shares
    Change vs previous 13F +47,904 shares

    0.01% of the 13F portfolio, value $17,509,738.

    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 47,676 shares
    Change vs previous 13F +7,354 shares

    <0.01% of the 13F portfolio, value $7,991,874.

    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 40,322 shares
    Change vs previous 13F +4,659 shares

    <0.01% of the 13F portfolio, value $6,792,972.

    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 35,663 shares
    Change vs previous 13F +2,331 shares

    <0.01% of the 13F portfolio, value $5,438,932.

    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 33,332 shares
    Change vs previous 13F +5,720 shares

    <0.01% of the 13F portfolio, value $5,082,682.

    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 27,612 shares
    Change vs previous 13F +6,096 shares

    <0.01% of the 13F portfolio, value $3,845,587.

    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 21,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,964,918.

    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).