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JONES FINANCIAL COMPANIES LLLP: IFRA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 666,490 IFRA 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 666,490 shares
    Change vs previous 13F +260,872 shares

    0.02% of the 13F portfolio, value $42,315,471.

    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 405,618 shares
    Change vs previous 13F +233,940 shares

    0.01% of the 13F portfolio, value $22,941,834.

    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 171,678 shares
    Change vs previous 13F +62,623 shares

    0.01% of the 13F portfolio, value $9,033,719.

    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 109,055 shares
    Change vs previous 13F +29,888 shares

    <0.01% of the 13F portfolio, value $5,716,641.

    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 79,167 shares
    Change vs previous 13F +17,418 shares

    <0.01% of the 13F portfolio, value $3,891,034.

    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 61,749 shares
    Change vs previous 13F +24,899 shares

    <0.01% of the 13F portfolio, value $2,781,796.

    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 36,850 shares
    Change vs previous 13F +17,002 shares

    <0.01% of the 13F portfolio, value $1,705,806.

    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 19,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $930,289.

    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).