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JONES FINANCIAL COMPANIES LLLP: HQY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 22,494 HQY 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 22,494 shares
    Change vs previous 13F +2,057 shares

    <0.01% of the 13F portfolio, value $1,989,819.

    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 20,437 shares
    Change vs previous 13F +16,052 shares

    <0.01% of the 13F portfolio, value $1,686,257.

    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 4,385 shares
    Change vs previous 13F +799 shares

    <0.01% of the 13F portfolio, value $401,710.

    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 3,586 shares
    Change vs previous 13F +525 shares

    <0.01% of the 13F portfolio, value $346,157.

    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 3,061 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $321,038.

    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 2,934 shares
    Change vs previous 13F +1,649 shares

    <0.01% of the 13F portfolio, value $255,141.

    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 1,285 shares
    Change vs previous 13F +1,179 shares

    <0.01% of the 13F portfolio, value $123,296.

    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 106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,473.

    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).