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JONES FINANCIAL COMPANIES LLLP: CMBS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 40,041 CMBS 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 40,041 shares
    Change vs previous 13F +301 shares

    <0.01% of the 13F portfolio, value $1,950,805.

    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 39,740 shares
    Change vs previous 13F +3,839 shares

    <0.01% of the 13F portfolio, value $1,928,604.

    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 35,901 shares
    Change vs previous 13F +13,002 shares

    <0.01% of the 13F portfolio, value $1,762,028.

    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 22,899 shares
    Change vs previous 13F +8,272 shares

    <0.01% of the 13F portfolio, value $1,122,296.

    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 14,627 shares
    Change vs previous 13F +2,650 shares

    <0.01% of the 13F portfolio, value $712,619.

    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 11,977 shares
    Change vs previous 13F +1,158 shares

    <0.01% of the 13F portfolio, value $575,711.

    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 10,819 shares
    Change vs previous 13F +836 shares

    <0.01% of the 13F portfolio, value $510,657.

    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 9,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $486,871.

    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).