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Disclosery

JONES FINANCIAL COMPANIES LLLP: IHAK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 89,831 IHAK 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 89,831 shares
    Change vs previous 13F +5,112 shares

    <0.01% of the 13F portfolio, value $5,141,000.

    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 84,719 shares
    Change vs previous 13F +584 shares

    <0.01% of the 13F portfolio, value $3,608,173.

    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 84,135 shares
    Change vs previous 13F +9,149 shares

    <0.01% of the 13F portfolio, value $4,048,553.

    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 74,986 shares
    Change vs previous 13F +14,515 shares

    <0.01% of the 13F portfolio, value $3,937,516.

    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 60,471 shares
    Change vs previous 13F +14,897 shares

    <0.01% of the 13F portfolio, value $3,162,622.

    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 45,574 shares
    Change vs previous 13F +18,574 shares

    <0.01% of the 13F portfolio, value $2,172,504.

    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 27,000 shares
    Change vs previous 13F +13,023 shares

    <0.01% of the 13F portfolio, value $1,317,334.

    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 13,977 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $677,756.

    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).