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JONES FINANCIAL COMPANIES LLLP: CFA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 59,637 CFA 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 59,637 shares
    Change vs previous 13F +8,688 shares

    <0.01% of the 13F portfolio, value $5,876,033.

    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 50,949 shares
    Change vs previous 13F +4,306 shares

    <0.01% of the 13F portfolio, value $4,582,170.

    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 46,643 shares
    Change vs previous 13F +4,325 shares

    <0.01% of the 13F portfolio, value $4,244,917.

    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 42,318 shares
    Change vs previous 13F +6,423 shares

    <0.01% of the 13F portfolio, value $3,830,232.

    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 35,895 shares
    Change vs previous 13F +8,274 shares

    <0.01% of the 13F portfolio, value $3,135,037.

    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 27,621 shares
    Change vs previous 13F +13,283 shares

    <0.01% of the 13F portfolio, value $2,314,644.

    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 14,338 shares
    Change vs previous 13F +7,453 shares

    <0.01% of the 13F portfolio, value $1,217,411.

    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 6,885 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $591,942.

    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).