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JONES FINANCIAL COMPANIES LLLP: EW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 252,329 EW 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 252,329 shares
    Change vs previous 13F +181,273 shares

    0.01% of the 13F portfolio, value $22,906,257.

    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 71,056 shares
    Change vs previous 13F +58,505 shares

    <0.01% of the 13F portfolio, value $5,638,035.

    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 12,551 shares
    Change vs previous 13F -1,744 shares

    <0.01% of the 13F portfolio, value $1,069,973.

    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 14,295 shares
    Change vs previous 13F +3,721 shares

    <0.01% of the 13F portfolio, value $1,090,625.

    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 10,574 shares
    Change vs previous 13F +619 shares

    <0.01% of the 13F portfolio, value $826,992.

    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 9,955 shares
    Change vs previous 13F +1,941 shares

    <0.01% of the 13F portfolio, value $706,780.

    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 8,014 shares
    Change vs previous 13F +1,329 shares

    <0.01% of the 13F portfolio, value $593,276.

    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 6,685 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $444,785.

    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).