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JONES FINANCIAL COMPANIES LLLP: DFAX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 387,541 DFAX 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 387,541 shares
    Change vs previous 13F +111,644 shares

    0.01% of the 13F portfolio, value $14,114,248.

    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 275,897 shares
    Change vs previous 13F +121,000 shares

    <0.01% of the 13F portfolio, value $9,104,594.

    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 154,897 shares
    Change vs previous 13F +44,411 shares

    <0.01% of the 13F portfolio, value $5,069,765.

    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 110,486 shares
    Change vs previous 13F +31,425 shares

    <0.01% of the 13F portfolio, value $3,437,233.

    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 79,061 shares
    Change vs previous 13F +20,153 shares

    <0.01% of the 13F portfolio, value $2,312,531.

    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 58,908 shares
    Change vs previous 13F +24,994 shares

    <0.01% of the 13F portfolio, value $1,556,338.

    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 33,914 shares
    Change vs previous 13F +18,847 shares

    <0.01% of the 13F portfolio, value $843,110.

    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 15,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $408,918.

    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).