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Disclosery

JONES FINANCIAL COMPANIES LLLP: DOCU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 25,332 DOCU 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 25,332 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $1,145,107.

    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 25,207 shares
    Change vs previous 13F +4,464 shares

    <0.01% of the 13F portfolio, value $1,153,310.

    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 20,743 shares
    Change vs previous 13F +5,261 shares

    <0.01% of the 13F portfolio, value $1,418,790.

    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 15,482 shares
    Change vs previous 13F +1,217 shares

    <0.01% of the 13F portfolio, value $1,262,072.

    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 14,265 shares
    Change vs previous 13F -2,941 shares

    <0.01% of the 13F portfolio, value $1,090,825.

    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 17,206 shares
    Change vs previous 13F -3,280 shares

    <0.01% of the 13F portfolio, value $1,431,174.

    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 20,486 shares
    Change vs previous 13F +6,001 shares

    <0.01% of the 13F portfolio, value $1,842,467.

    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 14,485 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $893,260.

    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).