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Disclosery

JONES FINANCIAL COMPANIES LLLP: IBDZ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 20,159 IBDZ 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 20,159 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $526,452.

    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 19,005 shares
    Change vs previous 13F +1,879 shares

    <0.01% of the 13F portfolio, value $489,949.

    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 17,126 shares
    Change vs previous 13F +7,213 shares

    <0.01% of the 13F portfolio, value $451,613.

    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 9,913 shares
    Change vs previous 13F +6,587 shares

    <0.01% of the 13F portfolio, value $262,298.

    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 3,326 shares
    Change vs previous 13F +2,826 shares

    <0.01% of the 13F portfolio, value $86,576.

    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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,875.

    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).