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JONES FINANCIAL COMPANIES LLLP: DWX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 42,772 DWX 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 42,772 shares
    Change vs previous 13F +2,978 shares

    <0.01% of the 13F portfolio, value $1,965,361.

    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 39,794 shares
    Change vs previous 13F +2,205 shares

    <0.01% of the 13F portfolio, value $1,771,615.

    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 37,589 shares
    Change vs previous 13F +1,950 shares

    <0.01% of the 13F portfolio, value $1,651,484.

    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 35,639 shares
    Change vs previous 13F +3,115 shares

    <0.01% of the 13F portfolio, value $1,523,767.

    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 32,524 shares
    Change vs previous 13F -199 shares

    <0.01% of the 13F portfolio, value $1,366,638.

    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 32,723 shares
    Change vs previous 13F +3,448 shares

    <0.01% of the 13F portfolio, value $1,260,177.

    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 29,275 shares
    Change vs previous 13F +8,545 shares

    <0.01% of the 13F portfolio, value $1,023,442.

    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 20,730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $802,789.

    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).