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JONES FINANCIAL COMPANIES LLLP: FNDE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 146,509 FNDE 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 146,509 shares
    Change vs previous 13F +47,045 shares

    <0.01% of the 13F portfolio, value $5,754,862.

    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 99,464 shares
    Change vs previous 13F +31,098 shares

    <0.01% of the 13F portfolio, value $3,695,095.

    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 68,366 shares
    Change vs previous 13F +15,634 shares

    <0.01% of the 13F portfolio, value $2,465,262.

    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 52,732 shares
    Change vs previous 13F +12,061 shares

    <0.01% of the 13F portfolio, value $1,890,963.

    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 40,671 shares
    Change vs previous 13F +12,532 shares

    <0.01% of the 13F portfolio, value $1,340,123.

    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 28,139 shares
    Change vs previous 13F +11,832 shares

    <0.01% of the 13F portfolio, value $865,849.

    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 16,307 shares
    Change vs previous 13F +6,905 shares

    <0.01% of the 13F portfolio, value $473,732.

    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 9,402 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $306,794.

    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).