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JONES FINANCIAL COMPANIES LLLP: HIO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 531,238 HIO 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 531,238 shares
    Change vs previous 13F +57,376 shares

    <0.01% of the 13F portfolio, value $1,912,457.

    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 473,862 shares
    Change vs previous 13F +56,753 shares

    <0.01% of the 13F portfolio, value $1,677,472.

    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 417,109 shares
    Change vs previous 13F +97,379 shares

    <0.01% of the 13F portfolio, value $1,547,475.

    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 319,730 shares
    Change vs previous 13F +61,432 shares

    <0.01% of the 13F portfolio, value $1,221,370.

    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 258,298 shares
    Change vs previous 13F +40,910 shares

    <0.01% of the 13F portfolio, value $1,017,694.

    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 217,388 shares
    Change vs previous 13F +48,512 shares

    <0.01% of the 13F portfolio, value $871,728.

    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 168,876 shares
    Change vs previous 13F +55,634 shares

    <0.01% of the 13F portfolio, value $663,681.

    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 113,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $452,966.

    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).