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JONES FINANCIAL COMPANIES LLLP: EPI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 44,102 EPI 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 44,102 shares
    Change vs previous 13F -4,801 shares

    <0.01% of the 13F portfolio, value $1,892,435.

    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 48,903 shares
    Change vs previous 13F +14,847 shares

    <0.01% of the 13F portfolio, value $1,946,830.

    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 34,056 shares
    Change vs previous 13F +5,180 shares

    <0.01% of the 13F portfolio, value $1,576,475.

    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 28,876 shares
    Change vs previous 13F +353 shares

    <0.01% of the 13F portfolio, value $1,278,933.

    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 28,523 shares
    Change vs previous 13F +10,766 shares

    <0.01% of the 13F portfolio, value $1,355,389.

    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 17,757 shares
    Change vs previous 13F +5,883 shares

    <0.01% of the 13F portfolio, value $772,079.

    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 11,874 shares
    Change vs previous 13F +3,923 shares

    <0.01% of the 13F portfolio, value $537,533.

    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 7,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $404,094.

    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).