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JONES FINANCIAL COMPANIES LLLP: IBM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 497,429 IBM 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 497,429 shares
    Change vs previous 13F +76,460 shares

    0.05% of the 13F portfolio, value $135,269,038.

    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 420,969 shares
    Change vs previous 13F +162,706 shares

    0.05% of the 13F portfolio, value $99,574,653.

    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 258,263 shares
    Change vs previous 13F +36,105 shares

    0.05% of the 13F portfolio, value $76,500,168.

    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 222,158 shares
    Change vs previous 13F +28,354 shares

    0.04% of the 13F portfolio, value $63,132,770.

    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 193,804 shares
    Change vs previous 13F +29,265 shares

    0.04% of the 13F portfolio, value $56,223,725.

    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 164,539 shares
    Change vs previous 13F +33,725 shares

    0.04% of the 13F portfolio, value $40,210,498.

    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 130,814 shares
    Change vs previous 13F +29,775 shares

    0.03% of the 13F portfolio, value $28,756,812.

    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 101,039 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $22,318,536.

    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).