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JONES FINANCIAL COMPANIES LLLP: IBDT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 272,590 IBDT 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 272,590 shares
    Change vs previous 13F +39,840 shares

    <0.01% of the 13F portfolio, value $6,882,886.

    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 232,750 shares
    Change vs previous 13F +36,838 shares

    <0.01% of the 13F portfolio, value $5,874,612.

    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 195,912 shares
    Change vs previous 13F +66,616 shares

    <0.01% of the 13F portfolio, value $4,986,930.

    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 129,296 shares
    Change vs previous 13F +47,244 shares

    <0.01% of the 13F portfolio, value $3,295,749.

    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 82,052 shares
    Change vs previous 13F +17,878 shares

    <0.01% of the 13F portfolio, value $2,084,112.

    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 64,174 shares
    Change vs previous 13F +31,942 shares

    <0.01% of the 13F portfolio, value $1,621,028.

    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 32,232 shares
    Change vs previous 13F +18,891 shares

    <0.01% of the 13F portfolio, value $802,576.

    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 13,341 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,258.

    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).