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JONES FINANCIAL COMPANIES LLLP: FRDM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 294,226 FRDM 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 294,226 shares
    Change vs previous 13F +44,762 shares

    0.01% of the 13F portfolio, value $21,213,695.

    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 249,464 shares
    Change vs previous 13F +112,972 shares

    0.01% of the 13F portfolio, value $13,338,840.

    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 136,492 shares
    Change vs previous 13F +78,489 shares

    <0.01% of the 13F portfolio, value $6,997,945.

    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 58,003 shares
    Change vs previous 13F +32,607 shares

    <0.01% of the 13F portfolio, value $2,559,672.

    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 25,396 shares
    Change vs previous 13F +15,526 shares

    <0.01% of the 13F portfolio, value $1,019,395.

    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 9,870 shares
    Change vs previous 13F +5,249 shares

    <0.01% of the 13F portfolio, value $346,832.

    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 4,621 shares
    Change vs previous 13F +4,267 shares

    <0.01% of the 13F portfolio, value $151,014.

    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).

  8. period ended2024-09-30
    13F 354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,048.

    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).