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Disclosery

JONES FINANCIAL COMPANIES LLLP: HFSI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 313,490 HFSI 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 313,490 shares
    Change vs previous 13F +164,453 shares

    <0.01% of the 13F portfolio, value $11,085,006.

    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 149,037 shares
    Change vs previous 13F +97,694 shares

    <0.01% of the 13F portfolio, value $5,167,113.

    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 51,343 shares
    Change vs previous 13F +51,073 shares

    <0.01% of the 13F portfolio, value $1,821,650.

    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 270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,636.

    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).