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JONES FINANCIAL COMPANIES LLLP: IAI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 17,709 IAI 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 17,709 shares
    Change vs previous 13F +1,812 shares

    <0.01% of the 13F portfolio, value $3,113,575.

    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 15,897 shares
    Change vs previous 13F +3,380 shares

    <0.01% of the 13F portfolio, value $2,516,177.

    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 12,517 shares
    Change vs previous 13F +1,753 shares

    <0.01% of the 13F portfolio, value $2,245,174.

    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 10,764 shares
    Change vs previous 13F +2,200 shares

    <0.01% of the 13F portfolio, value $1,886,499.

    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 8,564 shares
    Change vs previous 13F +1,548 shares

    <0.01% of the 13F portfolio, value $1,427,448.

    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 7,016 shares
    Change vs previous 13F +1,955 shares

    <0.01% of the 13F portfolio, value $978,101.

    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 5,061 shares
    Change vs previous 13F +1,111 shares

    <0.01% of the 13F portfolio, value $729,290.

    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 3,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $507,891.

    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).