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JONES FINANCIAL COMPANIES LLLP: BKR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,329,237 BKR 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 1,329,237 shares
    Change vs previous 13F +826,389 shares

    0.03% of the 13F portfolio, value $75,180,893.

    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 502,848 shares
    Change vs previous 13F +437,465 shares

    0.02% of the 13F portfolio, value $31,788,631.

    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 65,383 shares
    Change vs previous 13F +41,513 shares

    <0.01% of the 13F portfolio, value $2,977,555.

    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 23,870 shares
    Change vs previous 13F +11,929 shares

    <0.01% of the 13F portfolio, value $1,204,963.

    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 11,941 shares
    Change vs previous 13F +511 shares

    <0.01% of the 13F portfolio, value $454,596.

    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 11,430 shares
    Change vs previous 13F +2,361 shares

    <0.01% of the 13F portfolio, value $493,178.

    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 9,069 shares
    Change vs previous 13F +5,362 shares

    <0.01% of the 13F portfolio, value $372,005.

    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 3,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,080.

    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).