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JONES FINANCIAL COMPANIES LLLP: HEFA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 421,122 HEFA 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 421,122 shares
    Change vs previous 13F +87,442 shares

    0.01% of the 13F portfolio, value $19,552,711.

    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 333,680 shares
    Change vs previous 13F +81,243 shares

    0.01% of the 13F portfolio, value $13,754,308.

    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 252,437 shares
    Change vs previous 13F +44,191 shares

    0.01% of the 13F portfolio, value $10,440,776.

    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 208,246 shares
    Change vs previous 13F +52,964 shares

    0.01% of the 13F portfolio, value $8,215,314.

    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 155,282 shares
    Change vs previous 13F +40,246 shares

    <0.01% of the 13F portfolio, value $5,920,899.

    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 115,036 shares
    Change vs previous 13F +49,175 shares

    <0.01% of the 13F portfolio, value $4,206,290.

    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 65,861 shares
    Change vs previous 13F +11,801 shares

    <0.01% of the 13F portfolio, value $2,288,654.

    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 54,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,912,099.

    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).