Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: EXC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 110,608 EXC 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 110,608 shares
    Change vs previous 13F +9,493 shares

    <0.01% of the 13F portfolio, value $5,241,688.

    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 101,115 shares
    Change vs previous 13F +60,735 shares

    <0.01% of the 13F portfolio, value $4,886,887.

    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 40,380 shares
    Change vs previous 13F +10,942 shares

    <0.01% of the 13F portfolio, value $1,760,175.

    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 29,438 shares
    Change vs previous 13F +10,015 shares

    <0.01% of the 13F portfolio, value $1,298,289.

    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 19,423 shares
    Change vs previous 13F +2,156 shares

    <0.01% of the 13F portfolio, value $833,613.

    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 17,267 shares
    Change vs previous 13F +3,868 shares

    <0.01% of the 13F portfolio, value $773,144.

    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 13,399 shares
    Change vs previous 13F +6,968 shares

    <0.01% of the 13F portfolio, value $504,357.

    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 6,431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $259,816.

    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).