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JONES FINANCIAL COMPANIES LLLP: DLR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 224,719 DLR 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 224,719 shares
    Change vs previous 13F +12,082 shares

    0.02% of the 13F portfolio, value $43,339,090.

    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 212,637 shares
    Change vs previous 13F +50,294 shares

    0.02% of the 13F portfolio, value $37,312,426.

    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 162,343 shares
    Change vs previous 13F +13,373 shares

    0.02% of the 13F portfolio, value $25,116,058.

    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 148,970 shares
    Change vs previous 13F +17,729 shares

    0.02% of the 13F portfolio, value $25,545,296.

    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 131,241 shares
    Change vs previous 13F +21,065 shares

    0.02% of the 13F portfolio, value $22,495,568.

    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 110,176 shares
    Change vs previous 13F +29,385 shares

    0.01% of the 13F portfolio, value $15,657,892.

    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 80,791 shares
    Change vs previous 13F +29,037 shares

    0.01% of the 13F portfolio, value $14,326,692.

    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 51,754 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,341,697.

    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).