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JONES FINANCIAL COMPANIES LLLP: HDB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 4,305,287 HDB 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 4,305,287 shares
    Change vs previous 13F -98,573 shares

    0.04% of the 13F portfolio, value $110,818,212.

    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 4,403,860 shares
    Change vs previous 13F +4,385,716 shares

    0.05% of the 13F portfolio, value $107,234,894.

    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 18,144 shares
    Change vs previous 13F +1,543 shares

    <0.01% of the 13F portfolio, value $662,982.

    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 16,601 shares
    Change vs previous 13F +10,367 shares

    <0.01% of the 13F portfolio, value $566,977.

    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 6,234 shares
    Change vs previous 13F +3,189 shares

    <0.01% of the 13F portfolio, value $479,689.

    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 3,045 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $201,385.

    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 2,860 shares
    Change vs previous 13F +1,341 shares

    <0.01% of the 13F portfolio, value $182,616.

    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 1,519 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,117.

    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).