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JONES FINANCIAL COMPANIES LLLP: DFUS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 264,867 DFUS 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 264,867 shares
    Change vs previous 13F +75,272 shares

    0.01% of the 13F portfolio, value $21,239,655.

    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 189,595 shares
    Change vs previous 13F +9,220 shares

    0.01% of the 13F portfolio, value $13,118,084.

    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 180,375 shares
    Change vs previous 13F +35,361 shares

    0.01% of the 13F portfolio, value $13,378,443.

    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 145,014 shares
    Change vs previous 13F +70,608 shares

    0.01% of the 13F portfolio, value $10,449,703.

    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 74,406 shares
    Change vs previous 13F +48,608 shares

    <0.01% of the 13F portfolio, value $4,965,106.

    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 25,798 shares
    Change vs previous 13F +3,601 shares

    <0.01% of the 13F portfolio, value $1,552,546.

    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 22,197 shares
    Change vs previous 13F +3,938 shares

    <0.01% of the 13F portfolio, value $1,415,059.

    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 18,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,130,050.

    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).