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JONES FINANCIAL COMPANIES LLLP: FND position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,030,413 FND 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 1,030,413 shares
    Change vs previous 13F +308,712 shares

    0.02% of the 13F portfolio, value $61,422,896.

    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 721,701 shares
    Change vs previous 13F +717,571 shares

    0.02% of the 13F portfolio, value $36,279,924.

    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 4,130 shares
    Change vs previous 13F -2,247 shares

    <0.01% of the 13F portfolio, value $251,476.

    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 6,377 shares
    Change vs previous 13F +905 shares

    <0.01% of the 13F portfolio, value $487,687.

    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 5,472 shares
    Change vs previous 13F +1,094 shares

    <0.01% of the 13F portfolio, value $412,057.

    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 4,378 shares
    Change vs previous 13F +1,606 shares

    <0.01% of the 13F portfolio, value $351,991.

    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 2,772 shares
    Change vs previous 13F +1,410 shares

    <0.01% of the 13F portfolio, value $276,369.

    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 1,362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,237.

    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).