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JONES FINANCIAL COMPANIES LLLP: CI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 347,749 CI 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 347,749 shares
    Change vs previous 13F +20,992 shares

    0.04% of the 13F portfolio, value $98,329,410.

    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 326,757 shares
    Change vs previous 13F +268,368 shares

    0.04% of the 13F portfolio, value $85,603,809.

    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 58,389 shares
    Change vs previous 13F +5,734 shares

    0.01% of the 13F portfolio, value $16,070,301.

    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 52,655 shares
    Change vs previous 13F +5,400 shares

    0.01% of the 13F portfolio, value $15,070,951.

    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 47,255 shares
    Change vs previous 13F +6,838 shares

    0.01% of the 13F portfolio, value $15,425,225.

    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 40,417 shares
    Change vs previous 13F +12,530 shares

    0.01% of the 13F portfolio, value $13,141,750.

    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 27,887 shares
    Change vs previous 13F +11,049 shares

    0.01% of the 13F portfolio, value $7,700,809.

    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 16,838 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,853,817.

    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).