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JONES FINANCIAL COMPANIES LLLP: BSM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 43,654 BSM 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 43,654 shares
    Change vs previous 13F +11,037 shares

    <0.01% of the 13F portfolio, value $615,516.

    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 32,617 shares
    Change vs previous 13F -53,663 shares

    <0.01% of the 13F portfolio, value $494,141.

    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 86,280 shares
    Change vs previous 13F +85,000 shares

    <0.01% of the 13F portfolio, value $1,146,661.

    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 1,280 shares
    Change vs previous 13F -720 shares

    <0.01% of the 13F portfolio, value $17,114.

    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 2,000 shares
    Change vs previous 13F -1,040 shares

    <0.01% of the 13F portfolio, value $26,100.

    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 3,040 shares
    Change vs previous 13F +1,040 shares

    <0.01% of the 13F portfolio, value $46,299.

    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 2,000 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $29,200.

    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 1,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,000.

    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).