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Disclosery

JONES FINANCIAL COMPANIES LLLP: BSMW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 50,527 BSMW 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 50,527 shares
    Change vs previous 13F +19,306 shares

    <0.01% of the 13F portfolio, value $1,268,733.

    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 31,221 shares
    Change vs previous 13F +4,504 shares

    <0.01% of the 13F portfolio, value $773,094.

    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 26,717 shares
    Change vs previous 13F +4,256 shares

    <0.01% of the 13F portfolio, value $670,864.

    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 22,461 shares
    Change vs previous 13F +9,210 shares

    <0.01% of the 13F portfolio, value $559,279.

    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 13,251 shares
    Change vs previous 13F +9,482 shares

    <0.01% of the 13F portfolio, value $323,192.

    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 3,769 shares
    Change vs previous 13F +1,762 shares

    <0.01% of the 13F portfolio, value $92,717.

    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 2,007 shares
    Change vs previous 13F -1,069 shares

    <0.01% of the 13F portfolio, value $50,356.

    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 3,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,838.

    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).