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Disclosery

JONES FINANCIAL COMPANIES LLLP: IPKW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 175,219 IPKW 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 175,219 shares
    Change vs previous 13F +22,388 shares

    <0.01% of the 13F portfolio, value $9,814,868.

    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 152,831 shares
    Change vs previous 13F +57,795 shares

    <0.01% of the 13F portfolio, value $8,313,093.

    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 95,036 shares
    Change vs previous 13F +23,294 shares

    <0.01% of the 13F portfolio, value $5,281,354.

    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 71,742 shares
    Change vs previous 13F +36,483 shares

    <0.01% of the 13F portfolio, value $3,765,002.

    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 35,259 shares
    Change vs previous 13F +25,705 shares

    <0.01% of the 13F portfolio, value $1,708,633.

    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 9,554 shares
    Change vs previous 13F +6,401 shares

    <0.01% of the 13F portfolio, value $437,674.

    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 3,153 shares
    Change vs previous 13F +2,873 shares

    <0.01% of the 13F portfolio, value $125,204.

    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 280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,055.

    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).