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JONES FINANCIAL COMPANIES LLLP: DOC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 263,547 DOC 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 263,547 shares
    Change vs previous 13F +25,445 shares

    <0.01% of the 13F portfolio, value $5,679,393.

    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 238,102 shares
    Change vs previous 13F +202,708 shares

    <0.01% of the 13F portfolio, value $3,949,925.

    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 35,394 shares
    Change vs previous 13F +8,746 shares

    <0.01% of the 13F portfolio, value $569,131.

    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 26,648 shares
    Change vs previous 13F +4,386 shares

    <0.01% of the 13F portfolio, value $504,721.

    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 22,262 shares
    Change vs previous 13F +7,535 shares

    <0.01% of the 13F portfolio, value $386,467.

    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 14,727 shares
    Change vs previous 13F +2,764 shares

    <0.01% of the 13F portfolio, value $297,348.

    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 11,963 shares
    Change vs previous 13F +2,118 shares

    <0.01% of the 13F portfolio, value $242,489.

    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 9,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,506.

    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).