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JONES FINANCIAL COMPANIES LLLP: FDL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,713,342 FDL 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 1,713,342 shares
    Change vs previous 13F +287,379 shares

    0.03% of the 13F portfolio, value $84,981,738.

    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 1,425,963 shares
    Change vs previous 13F +335,480 shares

    0.03% of the 13F portfolio, value $71,812,110.

    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 1,090,483 shares
    Change vs previous 13F +197,767 shares

    0.03% of the 13F portfolio, value $48,352,025.

    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 892,716 shares
    Change vs previous 13F +182,060 shares

    0.03% of the 13F portfolio, value $38,717,157.

    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 710,656 shares
    Change vs previous 13F +197,105 shares

    0.02% of the 13F portfolio, value $29,698,472.

    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 513,551 shares
    Change vs previous 13F +236,740 shares

    0.02% of the 13F portfolio, value $21,975,516.

    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 276,811 shares
    Change vs previous 13F +181,922 shares

    0.01% of the 13F portfolio, value $11,144,400.

    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 94,889 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,959,705.

    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).