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Disclosery

JONES FINANCIAL COMPANIES LLLP: DFIS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 61,365,155 DFIS 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 61,365,155 shares
    Change vs previous 13F +2,617,969 shares

    0.86% of the 13F portfolio, value $2,156,533,726.

    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 58,747,186 shares
    Change vs previous 13F +12,990,302 shares

    0.92% of the 13F portfolio, value $1,921,872,521.

    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 45,756,884 shares
    Change vs previous 13F +11,624,686 shares

    0.92% of the 13F portfolio, value $1,507,231,756.

    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 34,132,198 shares
    Change vs previous 13F +15,430,172 shares

    0.73% of the 13F portfolio, value $1,071,758,707.

    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 18,702,026 shares
    Change vs previous 13F +290,672 shares

    0.42% of the 13F portfolio, value $555,946,722.

    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 18,411,354 shares
    Change vs previous 13F +695,233 shares

    0.43% of the 13F portfolio, value $481,378,155.

    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 17,716,121 shares
    Change vs previous 13F -4,443,324 shares

    0.41% of the 13F portfolio, value $435,019,150.

    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 22,159,445 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $593,545,686.

    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).