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JONES FINANCIAL COMPANIES LLLP: INCM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 305,934 INCM 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 305,934 shares
    Change vs previous 13F +19,220 shares

    <0.01% of the 13F portfolio, value $8,914,925.

    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 286,714 shares
    Change vs previous 13F +26,516 shares

    <0.01% of the 13F portfolio, value $8,211,493.

    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 260,198 shares
    Change vs previous 13F +44,581 shares

    <0.01% of the 13F portfolio, value $7,295,960.

    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 215,617 shares
    Change vs previous 13F +43,225 shares

    <0.01% of the 13F portfolio, value $5,983,384.

    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 172,392 shares
    Change vs previous 13F +65,815 shares

    <0.01% of the 13F portfolio, value $4,668,380.

    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 106,577 shares
    Change vs previous 13F +76,643 shares

    <0.01% of the 13F portfolio, value $2,843,483.

    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 29,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $781,277.

    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).