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JONES FINANCIAL COMPANIES LLLP: IBKR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 578,028 IBKR 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 578,028 shares
    Change vs previous 13F +290,975 shares

    0.02% of the 13F portfolio, value $51,918,103.

    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 287,053 shares
    Change vs previous 13F +254,157 shares

    0.01% of the 13F portfolio, value $18,429,041.

    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 32,896 shares
    Change vs previous 13F +6,021 shares

    <0.01% of the 13F portfolio, value $2,115,557.

    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 26,875 shares
    Change vs previous 13F +7,234 shares

    <0.01% of the 13F portfolio, value $1,776,992.

    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 19,641 shares
    Change vs previous 13F +16,532 shares

    <0.01% of the 13F portfolio, value $1,059,818.

    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 3,109 shares
    Change vs previous 13F +1,421 shares

    <0.01% of the 13F portfolio, value $512,044.

    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 1,688 shares
    Change vs previous 13F +1,578 shares

    <0.01% of the 13F portfolio, value $298,285.

    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 110 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,128.

    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).