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JONES FINANCIAL COMPANIES LLLP: CFR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 349,854 CFR 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 349,854 shares
    Change vs previous 13F +95,079 shares

    0.02% of the 13F portfolio, value $54,335,708.

    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 254,775 shares
    Change vs previous 13F +239,589 shares

    0.02% of the 13F portfolio, value $34,063,573.

    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 15,186 shares
    Change vs previous 13F +5,770 shares

    <0.01% of the 13F portfolio, value $1,922,947.

    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 9,416 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $1,213,477.

    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 7,951 shares
    Change vs previous 13F +860 shares

    <0.01% of the 13F portfolio, value $1,025,089.

    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 7,091 shares
    Change vs previous 13F +1,747 shares

    <0.01% of the 13F portfolio, value $882,211.

    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 5,344 shares
    Change vs previous 13F +1,978 shares

    <0.01% of the 13F portfolio, value $717,437.

    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 3,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,308.

    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).