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JONES FINANCIAL COMPANIES LLLP: IOO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 148,109 IOO 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 148,109 shares
    Change vs previous 13F +17,493 shares

    0.01% of the 13F portfolio, value $19,812,535.

    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 130,616 shares
    Change vs previous 13F +16,420 shares

    0.01% of the 13F portfolio, value $15,316,002.

    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 114,196 shares
    Change vs previous 13F +17,711 shares

    0.01% of the 13F portfolio, value $14,465,235.

    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 96,485 shares
    Change vs previous 13F +10,468 shares

    0.01% of the 13F portfolio, value $11,475,974.

    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 86,017 shares
    Change vs previous 13F +11,799 shares

    0.01% of the 13F portfolio, value $9,250,235.

    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 74,218 shares
    Change vs previous 13F +30,394 shares

    0.01% of the 13F portfolio, value $7,139,799.

    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 43,824 shares
    Change vs previous 13F +19,517 shares

    <0.01% of the 13F portfolio, value $4,416,151.

    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 24,307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,403,233.

    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).