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JONES FINANCIAL COMPANIES LLLP: BSMT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 70,341 BSMT 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 70,341 shares
    Change vs previous 13F +14,335 shares

    <0.01% of the 13F portfolio, value $1,619,953.

    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 56,006 shares
    Change vs previous 13F +19,124 shares

    <0.01% of the 13F portfolio, value $1,285,618.

    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 36,882 shares
    Change vs previous 13F +8,563 shares

    <0.01% of the 13F portfolio, value $853,818.

    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 28,319 shares
    Change vs previous 13F +17,161 shares

    <0.01% of the 13F portfolio, value $653,036.

    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 11,158 shares
    Change vs previous 13F +2,409 shares

    <0.01% of the 13F portfolio, value $253,287.

    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 8,749 shares
    Change vs previous 13F +3,478 shares

    <0.01% of the 13F portfolio, value $199,040.

    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 5,271 shares
    Change vs previous 13F +966 shares

    <0.01% of the 13F portfolio, value $120,917.

    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 4,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,242.

    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).