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JONES FINANCIAL COMPANIES LLLP: HTAB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 669,960 HTAB 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 669,960 shares
    Change vs previous 13F +4,421 shares

    0.01% of the 13F portfolio, value $12,890,024.

    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 665,539 shares
    Change vs previous 13F +104,587 shares

    0.01% of the 13F portfolio, value $12,598,654.

    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 560,952 shares
    Change vs previous 13F +67,397 shares

    0.01% of the 13F portfolio, value $10,742,221.

    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 493,555 shares
    Change vs previous 13F +134,069 shares

    0.01% of the 13F portfolio, value $9,441,703.

    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 359,486 shares
    Change vs previous 13F +56,983 shares

    0.01% of the 13F portfolio, value $6,711,605.

    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 302,503 shares
    Change vs previous 13F +113,327 shares

    0.01% of the 13F portfolio, value $5,756,631.

    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 189,176 shares
    Change vs previous 13F +76,799 shares

    <0.01% of the 13F portfolio, value $3,662,450.

    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 112,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,230,674.

    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).