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JONES FINANCIAL COMPANIES LLLP: COST position timeline

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

JONES FINANCIAL COMPANIES LLLP held 287,925 COST 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 287,925 shares
    Change vs previous 13F +45,965 shares

    0.11% of the 13F portfolio, value $274,088,157.

    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 241,960 shares
    Change vs previous 13F +104,592 shares

    0.11% of the 13F portfolio, value $238,175,949.

    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 137,368 shares
    Change vs previous 13F +12,643 shares

    0.07% of the 13F portfolio, value $118,457,904.

    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 124,725 shares
    Change vs previous 13F +17,809 shares

    0.08% of the 13F portfolio, value $114,323,488.

    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 106,916 shares
    Change vs previous 13F +18,992 shares

    0.08% of the 13F portfolio, value $105,368,879.

    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 87,924 shares
    Change vs previous 13F +25,448 shares

    0.07% of the 13F portfolio, value $81,883,871.

    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 62,476 shares
    Change vs previous 13F +17,895 shares

    0.05% of the 13F portfolio, value $57,244,636.

    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 44,581 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $39,490,009.

    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).