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JONES FINANCIAL COMPANIES LLLP: BSMR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 76,697 BSMR 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 76,697 shares
    Change vs previous 13F +7,515 shares

    <0.01% of the 13F portfolio, value $1,813,654.

    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 69,182 shares
    Change vs previous 13F +13,446 shares

    <0.01% of the 13F portfolio, value $1,633,249.

    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 55,736 shares
    Change vs previous 13F +13,900 shares

    <0.01% of the 13F portfolio, value $1,318,992.

    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 41,836 shares
    Change vs previous 13F +24,595 shares

    <0.01% of the 13F portfolio, value $989,840.

    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 17,241 shares
    Change vs previous 13F +6,131 shares

    <0.01% of the 13F portfolio, value $404,474.

    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 11,110 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $261,307.

    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 10,692 shares
    Change vs previous 13F +5,331 shares

    <0.01% of the 13F portfolio, value $252,331.

    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 5,361 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,190.

    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).