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JONES FINANCIAL COMPANIES LLLP: IBDS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 293,807 IBDS 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 293,807 shares
    Change vs previous 13F +51,486 shares

    <0.01% of the 13F portfolio, value $7,115,997.

    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 242,321 shares
    Change vs previous 13F +63,277 shares

    <0.01% of the 13F portfolio, value $5,861,735.

    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 179,044 shares
    Change vs previous 13F +66,805 shares

    <0.01% of the 13F portfolio, value $4,347,195.

    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 112,239 shares
    Change vs previous 13F +48,208 shares

    <0.01% of the 13F portfolio, value $2,729,655.

    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 64,031 shares
    Change vs previous 13F +18,932 shares

    <0.01% of the 13F portfolio, value $1,552,754.

    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 45,099 shares
    Change vs previous 13F +23,481 shares

    <0.01% of the 13F portfolio, value $1,090,053.

    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 21,618 shares
    Change vs previous 13F +12,882 shares

    <0.01% of the 13F portfolio, value $517,976.

    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 8,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,247.

    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).