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JONES FINANCIAL COMPANIES LLLP: FDT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 66,388 FDT 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 66,388 shares
    Change vs previous 13F +39,595 shares

    <0.01% of the 13F portfolio, value $6,253,699.

    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 26,793 shares
    Change vs previous 13F +17,823 shares

    <0.01% of the 13F portfolio, value $2,267,136.

    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 8,970 shares
    Change vs previous 13F +3,397 shares

    <0.01% of the 13F portfolio, value $712,653.

    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 5,573 shares
    Change vs previous 13F +1,819 shares

    <0.01% of the 13F portfolio, value $416,360.

    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 3,754 shares
    Change vs previous 13F +1,936 shares

    <0.01% of the 13F portfolio, value $256,295.

    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 1,818 shares
    Change vs previous 13F +1,445 shares

    <0.01% of the 13F portfolio, value $106,661.

    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 373 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,172.

    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).