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JONES FINANCIAL COMPANIES LLLP: IJK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 696,600 IJK 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 696,600 shares
    Change vs previous 13F +121,981 shares

    0.03% of the 13F portfolio, value $80,391,411.

    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 574,619 shares
    Change vs previous 13F +148,504 shares

    0.03% of the 13F portfolio, value $56,774,644.

    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 426,115 shares
    Change vs previous 13F +33,801 shares

    0.03% of the 13F portfolio, value $41,282,034.

    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 392,314 shares
    Change vs previous 13F +32,232 shares

    0.03% of the 13F portfolio, value $37,660,285.

    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 360,082 shares
    Change vs previous 13F +49,649 shares

    0.02% of the 13F portfolio, value $32,719,230.

    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 310,433 shares
    Change vs previous 13F +37,589 shares

    0.02% of the 13F portfolio, value $25,820,764.

    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 272,844 shares
    Change vs previous 13F +64,502 shares

    0.02% of the 13F portfolio, value $24,809,748.

    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 208,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $19,137,355.

    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).