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JONES FINANCIAL COMPANIES LLLP: IQLT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 88,457 IQLT 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 88,457 shares
    Change vs previous 13F +6,645 shares

    <0.01% of the 13F portfolio, value $4,308,728.

    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 81,812 shares
    Change vs previous 13F +26,489 shares

    <0.01% of the 13F portfolio, value $3,654,543.

    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 55,323 shares
    Change vs previous 13F +22,401 shares

    <0.01% of the 13F portfolio, value $2,514,412.

    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 32,922 shares
    Change vs previous 13F +13,038 shares

    <0.01% of the 13F portfolio, value $1,437,386.

    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 19,884 shares
    Change vs previous 13F +8,605 shares

    <0.01% of the 13F portfolio, value $856,813.

    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 11,279 shares
    Change vs previous 13F +3,993 shares

    <0.01% of the 13F portfolio, value $451,304.

    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 7,286 shares
    Change vs previous 13F +2,448 shares

    <0.01% of the 13F portfolio, value $270,461.

    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 4,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,193.

    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).