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JONES FINANCIAL COMPANIES LLLP: IBDU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 188,013 IBDU 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 188,013 shares
    Change vs previous 13F +26,694 shares

    <0.01% of the 13F portfolio, value $4,360,014.

    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 161,319 shares
    Change vs previous 13F +31,453 shares

    <0.01% of the 13F portfolio, value $3,732,915.

    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 129,866 shares
    Change vs previous 13F +39,819 shares

    <0.01% of the 13F portfolio, value $3,039,509.

    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 90,047 shares
    Change vs previous 13F +32,556 shares

    <0.01% of the 13F portfolio, value $2,110,705.

    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 57,491 shares
    Change vs previous 13F +15,516 shares

    <0.01% of the 13F portfolio, value $1,339,547.

    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 41,975 shares
    Change vs previous 13F +19,558 shares

    <0.01% of the 13F portfolio, value $970,881.

    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 22,417 shares
    Change vs previous 13F +12,880 shares

    <0.01% of the 13F portfolio, value $511,108.

    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 9,537 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,692.

    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).