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Disclosery

JONES FINANCIAL COMPANIES LLLP: DLS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 22,048 DLS 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 22,048 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $1,844,415.

    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 21,565 shares
    Change vs previous 13F +375 shares

    <0.01% of the 13F portfolio, value $1,709,641.

    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 21,190 shares
    Change vs previous 13F +1,150 shares

    <0.01% of the 13F portfolio, value $1,716,569.

    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 20,040 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $1,575,358.

    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 19,838 shares
    Change vs previous 13F +492 shares

    <0.01% of the 13F portfolio, value $1,482,676.

    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 19,346 shares
    Change vs previous 13F +462 shares

    <0.01% of the 13F portfolio, value $1,292,460.

    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 18,884 shares
    Change vs previous 13F +2,588 shares

    <0.01% of the 13F portfolio, value $1,188,745.

    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 16,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,123,943.

    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).