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JONES FINANCIAL COMPANIES LLLP: FMAG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 188,923 FMAG 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 188,923 shares
    Change vs previous 13F +26,909 shares

    <0.01% of the 13F portfolio, value $6,712,244.

    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 162,014 shares
    Change vs previous 13F +28,123 shares

    <0.01% of the 13F portfolio, value $4,990,031.

    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 133,891 shares
    Change vs previous 13F +61,381 shares

    <0.01% of the 13F portfolio, value $4,569,700.

    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 72,510 shares
    Change vs previous 13F +22,612 shares

    <0.01% of the 13F portfolio, value $2,531,759.

    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 49,898 shares
    Change vs previous 13F +23,444 shares

    <0.01% of the 13F portfolio, value $1,699,526.

    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 26,454 shares
    Change vs previous 13F +16,014 shares

    <0.01% of the 13F portfolio, value $769,282.

    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 10,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323,014.

    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).