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JONES FINANCIAL COMPANIES LLLP: DFAS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 399,583 DFAS 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 399,583 shares
    Change vs previous 13F +91,294 shares

    0.01% of the 13F portfolio, value $32,729,102.

    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 308,289 shares
    Change vs previous 13F +86,584 shares

    0.01% of the 13F portfolio, value $21,572,015.

    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 221,705 shares
    Change vs previous 13F +48,422 shares

    0.01% of the 13F portfolio, value $15,446,172.

    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 173,283 shares
    Change vs previous 13F +34,522 shares

    0.01% of the 13F portfolio, value $11,868,586.

    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 138,761 shares
    Change vs previous 13F +72,352 shares

    0.01% of the 13F portfolio, value $8,841,527.

    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 66,409 shares
    Change vs previous 13F +27,006 shares

    <0.01% of the 13F portfolio, value $3,964,604.

    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 39,403 shares
    Change vs previous 13F +9,129 shares

    <0.01% of the 13F portfolio, value $2,564,347.

    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 30,274 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,959,343.

    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).