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JONES FINANCIAL COMPANIES LLLP: DE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 522,480 DE 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 522,480 shares
    Change vs previous 13F +69,228 shares

    0.13% of the 13F portfolio, value $321,248,466.

    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 453,252 shares
    Change vs previous 13F +208,111 shares

    0.12% of the 13F portfolio, value $256,696,972.

    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 245,141 shares
    Change vs previous 13F +20,734 shares

    0.07% of the 13F portfolio, value $114,139,072.

    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 224,407 shares
    Change vs previous 13F +27,856 shares

    0.07% of the 13F portfolio, value $103,847,632.

    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 196,551 shares
    Change vs previous 13F +23,502 shares

    0.08% of the 13F portfolio, value $100,698,288.

    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 173,049 shares
    Change vs previous 13F +38,656 shares

    0.07% of the 13F portfolio, value $80,687,169.

    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 134,393 shares
    Change vs previous 13F +30,361 shares

    0.05% of the 13F portfolio, value $56,942,432.

    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 104,032 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,458,877.

    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).