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JONES FINANCIAL COMPANIES LLLP: FV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 93,647 FV 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 93,647 shares
    Change vs previous 13F +4,546 shares

    <0.01% of the 13F portfolio, value $6,857,752.

    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 89,101 shares
    Change vs previous 13F +3,697 shares

    <0.01% of the 13F portfolio, value $5,309,542.

    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 85,404 shares
    Change vs previous 13F -4,148 shares

    <0.01% of the 13F portfolio, value $5,373,516.

    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 89,552 shares
    Change vs previous 13F +5,434 shares

    <0.01% of the 13F portfolio, value $5,532,182.

    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 84,118 shares
    Change vs previous 13F +9,496 shares

    <0.01% of the 13F portfolio, value $4,960,418.

    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 74,622 shares
    Change vs previous 13F +39,158 shares

    <0.01% of the 13F portfolio, value $4,087,818.

    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 35,464 shares
    Change vs previous 13F +17,411 shares

    <0.01% of the 13F portfolio, value $2,094,526.

    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 18,053 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,054,826.

    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).