Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: IDU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 48,299 IDU 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 48,299 shares
    Change vs previous 13F +3,250 shares

    <0.01% of the 13F portfolio, value $5,642,301.

    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 45,049 shares
    Change vs previous 13F +9,732 shares

    <0.01% of the 13F portfolio, value $5,195,952.

    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 35,317 shares
    Change vs previous 13F +12,460 shares

    <0.01% of the 13F portfolio, value $3,826,914.

    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 22,857 shares
    Change vs previous 13F +4,074 shares

    <0.01% of the 13F portfolio, value $2,520,710.

    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 18,783 shares
    Change vs previous 13F +2,832 shares

    <0.01% of the 13F portfolio, value $1,956,483.

    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 15,951 shares
    Change vs previous 13F +1,069 shares

    <0.01% of the 13F portfolio, value $1,599,380.

    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 14,882 shares
    Change vs previous 13F +5,590 shares

    <0.01% of the 13F portfolio, value $1,431,761.

    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 9,292 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $942,702.

    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).