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JONES FINANCIAL COMPANIES LLLP: DOW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 188,205 DOW 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 188,205 shares
    Change vs previous 13F -13,101 shares

    <0.01% of the 13F portfolio, value $5,457,443.

    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 201,306 shares
    Change vs previous 13F +38,452 shares

    <0.01% of the 13F portfolio, value $8,221,968.

    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 162,854 shares
    Change vs previous 13F +8,811 shares

    <0.01% of the 13F portfolio, value $3,807,525.

    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 154,043 shares
    Change vs previous 13F +29,826 shares

    <0.01% of the 13F portfolio, value $3,536,679.

    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 124,217 shares
    Change vs previous 13F +41,182 shares

    <0.01% of the 13F portfolio, value $3,351,347.

    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 83,035 shares
    Change vs previous 13F +26,482 shares

    <0.01% of the 13F portfolio, value $2,856,041.

    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 56,553 shares
    Change vs previous 13F +19,223 shares

    <0.01% of the 13F portfolio, value $2,269,486.

    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 37,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,052,639.

    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).