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Disclosery

JONES FINANCIAL COMPANIES LLLP: HIMU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,191,614 HIMU 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 3,191,614 shares
    Change vs previous 13F +1,307,669 shares

    0.06% of the 13F portfolio, value $158,615,442.

    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 1,883,945 shares
    Change vs previous 13F +532,139 shares

    0.04% of the 13F portfolio, value $89,802,113.

    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 1,351,806 shares
    Change vs previous 13F -74,858 shares

    0.04% of the 13F portfolio, value $65,805,929.

    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 1,426,664 shares
    Change vs previous 13F -121,014 shares

    0.05% of the 13F portfolio, value $69,726,147.

    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 1,547,678 shares
    Change vs previous 13F +504,130 shares

    0.06% of the 13F portfolio, value $74,981,125.

    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 1,043,548 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $51,561,698.

    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).