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JONES FINANCIAL COMPANIES LLLP: D position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,190,474 D 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 1,190,474 shares
    Change vs previous 13F -410,809 shares

    0.03% of the 13F portfolio, value $82,601,783.

    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 1,601,283 shares
    Change vs previous 13F +1,453,280 shares

    0.05% of the 13F portfolio, value $97,490,476.

    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 148,003 shares
    Change vs previous 13F +20,652 shares

    0.01% of the 13F portfolio, value $8,671,506.

    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 127,351 shares
    Change vs previous 13F +17,635 shares

    0.01% of the 13F portfolio, value $7,687,450.

    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 109,716 shares
    Change vs previous 13F +19,707 shares

    <0.01% of the 13F portfolio, value $6,133,661.

    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 90,009 shares
    Change vs previous 13F +20,135 shares

    <0.01% of the 13F portfolio, value $4,954,415.

    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 69,874 shares
    Change vs previous 13F +22,090 shares

    <0.01% of the 13F portfolio, value $3,763,426.

    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 47,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,733,853.

    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).