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Disclosery

JONES FINANCIAL COMPANIES LLLP: BRK-B position timeline

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

JONES FINANCIAL COMPANIES LLLP held 778,207 BRK-B 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 778,207 shares
    Change vs previous 13F +72,198 shares

    0.16% of the 13F portfolio, value $388,180,167.

    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 706,009 shares
    Change vs previous 13F +243,689 shares

    0.16% of the 13F portfolio, value $331,468,141.

    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 462,320 shares
    Change vs previous 13F +58,624 shares

    0.14% of the 13F portfolio, value $232,385,282.

    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 403,696 shares
    Change vs previous 13F +46,434 shares

    0.14% of the 13F portfolio, value $202,033,108.

    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 357,262 shares
    Change vs previous 13F +56,297 shares

    0.13% of the 13F portfolio, value $173,520,808.

    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 300,965 shares
    Change vs previous 13F +64,113 shares

    0.14% of the 13F portfolio, value $158,808,555.

    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 236,852 shares
    Change vs previous 13F +64,388 shares

    0.1% of the 13F portfolio, value $107,360,096.

    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 172,464 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $79,070,991.

    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).