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Disclosery

JONES FINANCIAL COMPANIES LLLP: FNDX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 544,483 FNDX 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 544,483 shares
    Change vs previous 13F +95,778 shares

    0.01% of the 13F portfolio, value $16,868,083.

    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 448,705 shares
    Change vs previous 13F +68,805 shares

    0.01% of the 13F portfolio, value $12,285,543.

    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 379,900 shares
    Change vs previous 13F +21,162 shares

    0.01% of the 13F portfolio, value $10,337,075.

    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 358,738 shares
    Change vs previous 13F +42,621 shares

    0.01% of the 13F portfolio, value $9,438,406.

    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 316,117 shares
    Change vs previous 13F +57,365 shares

    0.01% of the 13F portfolio, value $7,729,053.

    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 258,752 shares
    Change vs previous 13F +72,627 shares

    0.01% of the 13F portfolio, value $6,049,625.

    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 186,125 shares
    Change vs previous 13F +158,391 shares

    <0.01% of the 13F portfolio, value $4,407,429.

    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 27,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,983,787.

    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).