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JONES FINANCIAL COMPANIES LLLP: DFAT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 846,849 DFAT 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 846,849 shares
    Change vs previous 13F +212,905 shares

    0.02% of the 13F portfolio, value $59,203,173.

    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 633,944 shares
    Change vs previous 13F +190,492 shares

    0.02% of the 13F portfolio, value $39,013,951.

    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 443,452 shares
    Change vs previous 13F +94,142 shares

    0.02% of the 13F portfolio, value $26,403,109.

    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 349,310 shares
    Change vs previous 13F +43,115 shares

    0.01% of the 13F portfolio, value $20,458,491.

    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 306,195 shares
    Change vs previous 13F +67,613 shares

    0.01% of the 13F portfolio, value $16,525,344.

    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 238,582 shares
    Change vs previous 13F +37,519 shares

    0.01% of the 13F portfolio, value $12,275,108.

    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 201,063 shares
    Change vs previous 13F +48,269 shares

    0.01% of the 13F portfolio, value $11,191,167.

    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 152,794 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,475,737.

    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).