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JONES FINANCIAL COMPANIES LLLP: IP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 227,705 IP 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 227,705 shares
    Change vs previous 13F -143,705 shares

    <0.01% of the 13F portfolio, value $8,825,724.

    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 371,410 shares
    Change vs previous 13F +337,617 shares

    0.01% of the 13F portfolio, value $13,166,586.

    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 33,793 shares
    Change vs previous 13F +8,126 shares

    <0.01% of the 13F portfolio, value $1,331,091.

    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 25,667 shares
    Change vs previous 13F +2,158 shares

    <0.01% of the 13F portfolio, value $1,163,565.

    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 23,509 shares
    Change vs previous 13F +3,536 shares

    <0.01% of the 13F portfolio, value $1,113,451.

    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 19,973 shares
    Change vs previous 13F +2,387 shares

    <0.01% of the 13F portfolio, value $1,062,795.

    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 17,586 shares
    Change vs previous 13F +2,685 shares

    <0.01% of the 13F portfolio, value $946,495.

    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 14,901 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $730,702.

    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).