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Disclosery

JONES FINANCIAL COMPANIES LLLP: BSMU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 145,748 BSMU 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 145,748 shares
    Change vs previous 13F +26,928 shares

    <0.01% of the 13F portfolio, value $3,194,067.

    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 118,820 shares
    Change vs previous 13F +12,822 shares

    <0.01% of the 13F portfolio, value $2,586,117.

    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 105,998 shares
    Change vs previous 13F +25,537 shares

    <0.01% of the 13F portfolio, value $2,334,606.

    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 80,461 shares
    Change vs previous 13F +32,557 shares

    <0.01% of the 13F portfolio, value $1,762,096.

    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 47,904 shares
    Change vs previous 13F +38,761 shares

    <0.01% of the 13F portfolio, value $1,029,457.

    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 9,143 shares
    Change vs previous 13F +4,516 shares

    <0.01% of the 13F portfolio, value $197,077.

    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 4,627 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $100,498.

    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 4,527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,115.

    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).