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JONES FINANCIAL COMPANIES LLLP: DES position timeline

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

JONES FINANCIAL COMPANIES LLLP held 854,626 DES 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 854,626 shares
    Change vs previous 13F +92,552 shares

    0.01% of the 13F portfolio, value $34,865,781.

    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 762,074 shares
    Change vs previous 13F +80,943 shares

    0.01% of the 13F portfolio, value $26,996,597.

    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 681,131 shares
    Change vs previous 13F +65,659 shares

    0.01% of the 13F portfolio, value $22,783,813.

    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 615,472 shares
    Change vs previous 13F -49,452 shares

    0.01% of the 13F portfolio, value $20,823,544.

    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 664,924 shares
    Change vs previous 13F +293,403 shares

    0.02% of the 13F portfolio, value $21,162,474.

    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 371,521 shares
    Change vs previous 13F +122,564 shares

    0.01% of the 13F portfolio, value $11,859,753.

    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 248,957 shares
    Change vs previous 13F +61,570 shares

    0.01% of the 13F portfolio, value $8,551,679.

    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 187,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,427,378.

    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).