Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: IBDR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 233,838 IBDR 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 233,838 shares
    Change vs previous 13F +36,177 shares

    <0.01% of the 13F portfolio, value $5,667,060.

    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 197,661 shares
    Change vs previous 13F +43,169 shares

    <0.01% of the 13F portfolio, value $4,789,324.

    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 154,492 shares
    Change vs previous 13F +49,458 shares

    <0.01% of the 13F portfolio, value $3,743,330.

    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 105,034 shares
    Change vs previous 13F +41,132 shares

    <0.01% of the 13F portfolio, value $2,549,167.

    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 63,902 shares
    Change vs previous 13F +19,410 shares

    <0.01% of the 13F portfolio, value $1,548,979.

    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 44,492 shares
    Change vs previous 13F +19,905 shares

    <0.01% of the 13F portfolio, value $1,076,698.

    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 24,587 shares
    Change vs previous 13F +15,979 shares

    <0.01% of the 13F portfolio, value $591,814.

    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 8,608 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,357.

    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).