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JONES FINANCIAL COMPANIES LLLP: FRT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 44,003 FRT 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 44,003 shares
    Change vs previous 13F +12,392 shares

    <0.01% of the 13F portfolio, value $5,502,958.

    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 31,611 shares
    Change vs previous 13F +13,250 shares

    <0.01% of the 13F portfolio, value $3,253,809.

    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 18,361 shares
    Change vs previous 13F +9,612 shares

    <0.01% of the 13F portfolio, value $1,850,804.

    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 8,749 shares
    Change vs previous 13F +3,350 shares

    <0.01% of the 13F portfolio, value $871,085.

    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 5,399 shares
    Change vs previous 13F +2,900 shares

    <0.01% of the 13F portfolio, value $511,038.

    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 2,499 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $242,204.

    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 2,389 shares
    Change vs previous 13F +332 shares

    <0.01% of the 13F portfolio, value $267,400.

    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 2,057 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $235,230.

    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).