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JONES FINANCIAL COMPANIES LLLP: DTE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 409,786 DTE 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 409,786 shares
    Change vs previous 13F +80,732 shares

    0.03% of the 13F portfolio, value $63,281,666.

    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 329,054 shares
    Change vs previous 13F +309,082 shares

    0.02% of the 13F portfolio, value $47,539,687.

    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 19,972 shares
    Change vs previous 13F +2,137 shares

    <0.01% of the 13F portfolio, value $2,576,031.

    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 17,835 shares
    Change vs previous 13F +2,893 shares

    <0.01% of the 13F portfolio, value $2,486,942.

    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 14,942 shares
    Change vs previous 13F +5,017 shares

    <0.01% of the 13F portfolio, value $1,967,542.

    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 9,925 shares
    Change vs previous 13F +3,630 shares

    <0.01% of the 13F portfolio, value $1,357,294.

    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 6,295 shares
    Change vs previous 13F +2,642 shares

    <0.01% of the 13F portfolio, value $760,166.

    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 3,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $466,471.

    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).