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Disclosery

JONES FINANCIAL COMPANIES LLLP: DRI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 158,347 DRI 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 158,347 shares
    Change vs previous 13F +18,557 shares

    0.01% of the 13F portfolio, value $33,840,262.

    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 139,790 shares
    Change vs previous 13F +133,758 shares

    0.01% of the 13F portfolio, value $26,908,854.

    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 6,032 shares
    Change vs previous 13F -581 shares

    <0.01% of the 13F portfolio, value $1,110,085.

    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 6,613 shares
    Change vs previous 13F +467 shares

    <0.01% of the 13F portfolio, value $1,244,557.

    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 6,146 shares
    Change vs previous 13F +1,059 shares

    <0.01% of the 13F portfolio, value $1,328,761.

    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 5,087 shares
    Change vs previous 13F +703 shares

    <0.01% of the 13F portfolio, value $1,043,963.

    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 4,384 shares
    Change vs previous 13F +2,007 shares

    <0.01% of the 13F portfolio, value $818,403.

    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 2,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $395,504.

    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).