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JONES FINANCIAL COMPANIES LLLP: DIA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 292,057 DIA 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 292,057 shares
    Change vs previous 13F +23,870 shares

    0.06% of the 13F portfolio, value $151,220,005.

    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 268,187 shares
    Change vs previous 13F +35,482 shares

    0.06% of the 13F portfolio, value $121,076,770.

    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 232,705 shares
    Change vs previous 13F +22,149 shares

    0.07% of the 13F portfolio, value $111,830,798.

    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 210,556 shares
    Change vs previous 13F +20,231 shares

    0.07% of the 13F portfolio, value $97,337,038.

    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 190,325 shares
    Change vs previous 13F +37,561 shares

    0.06% of the 13F portfolio, value $83,364,716.

    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 152,764 shares
    Change vs previous 13F +31,630 shares

    0.06% of the 13F portfolio, value $63,494,163.

    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 121,134 shares
    Change vs previous 13F +26,389 shares

    0.05% of the 13F portfolio, value $51,542,305.

    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 94,745 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $40,072,297.

    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).