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JONES FINANCIAL COMPANIES LLLP: FPE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 735,831 FPE 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 735,831 shares
    Change vs previous 13F +85,216 shares

    0.01% of the 13F portfolio, value $13,149,290.

    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 650,615 shares
    Change vs previous 13F +108,670 shares

    0.01% of the 13F portfolio, value $11,418,299.

    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 541,945 shares
    Change vs previous 13F +105,089 shares

    0.01% of the 13F portfolio, value $9,874,241.

    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 436,856 shares
    Change vs previous 13F +118,899 shares

    0.01% of the 13F portfolio, value $7,976,995.

    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 317,957 shares
    Change vs previous 13F +64,035 shares

    <0.01% of the 13F portfolio, value $5,643,738.

    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 253,922 shares
    Change vs previous 13F +59,501 shares

    <0.01% of the 13F portfolio, value $4,466,492.

    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 194,421 shares
    Change vs previous 13F +78,035 shares

    <0.01% of the 13F portfolio, value $3,441,251.

    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 116,386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,111,249.

    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).