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Disclosery

JONES FINANCIAL COMPANIES LLLP: IJR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 22,721,296 IJR 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 22,721,296 shares
    Change vs previous 13F +2,856,629 shares

    1.34% of the 13F portfolio, value $3,349,964,098.

    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 19,864,667 shares
    Change vs previous 13F +3,603,962 shares

    1.16% of the 13F portfolio, value $2,420,264,443.

    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 16,260,705 shares
    Change vs previous 13F +1,375,104 shares

    1.19% of the 13F portfolio, value $1,954,245,390.

    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 14,885,601 shares
    Change vs previous 13F +12,593,909 shares

    1.2% of the 13F portfolio, value $1,763,740,317.

    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 2,291,692 shares
    Change vs previous 13F +169,894 shares

    0.19% of the 13F portfolio, value $250,784,880.

    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 2,121,798 shares
    Change vs previous 13F +387,223 shares

    0.2% of the 13F portfolio, value $221,085,492.

    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 1,734,575 shares
    Change vs previous 13F +251,877 shares

    0.19% of the 13F portfolio, value $199,857,670.

    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 1,482,698 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $173,086,304.

    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).