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Disclosery

JONES FINANCIAL COMPANIES LLLP: IDHQ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 113,106 IDHQ 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 113,106 shares
    Change vs previous 13F +22,057 shares

    <0.01% of the 13F portfolio, value $4,842,068.

    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 91,049 shares
    Change vs previous 13F +25,618 shares

    <0.01% of the 13F portfolio, value $3,136,638.

    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 65,431 shares
    Change vs previous 13F +18,476 shares

    <0.01% of the 13F portfolio, value $2,299,900.

    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 46,955 shares
    Change vs previous 13F +10,078 shares

    <0.01% of the 13F portfolio, value $1,555,150.

    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 36,877 shares
    Change vs previous 13F +17,564 shares

    <0.01% of the 13F portfolio, value $1,213,622.

    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 19,313 shares
    Change vs previous 13F +10,587 shares

    <0.01% of the 13F portfolio, value $585,184.

    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 8,726 shares
    Change vs previous 13F +4,690 shares

    <0.01% of the 13F portfolio, value $247,120.

    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 4,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,273.

    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).