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JONES FINANCIAL COMPANIES LLLP: IBB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 33,901 IBB 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 33,901 shares
    Change vs previous 13F +5,203 shares

    <0.01% of the 13F portfolio, value $6,351,704.

    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 28,698 shares
    Change vs previous 13F +4,785 shares

    <0.01% of the 13F portfolio, value $4,604,621.

    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 23,913 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $4,035,764.

    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 21,796 shares
    Change vs previous 13F -164 shares

    <0.01% of the 13F portfolio, value $3,072,433.

    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 21,960 shares
    Change vs previous 13F -314 shares

    <0.01% of the 13F portfolio, value $2,777,279.

    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 22,274 shares
    Change vs previous 13F +4,753 shares

    <0.01% of the 13F portfolio, value $2,902,126.

    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 17,521 shares
    Change vs previous 13F +7,089 shares

    <0.01% of the 13F portfolio, value $2,316,462.

    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 10,432 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,511,546.

    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).