Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: IRT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 20,764 IRT 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 20,764 shares
    Change vs previous 13F +8,822 shares

    <0.01% of the 13F portfolio, value $351,118.

    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 11,942 shares
    Change vs previous 13F +7,074 shares

    <0.01% of the 13F portfolio, value $176,264.

    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 4,868 shares
    Change vs previous 13F +2,223 shares

    <0.01% of the 13F portfolio, value $85,093.

    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 2,645 shares
    Change vs previous 13F -194 shares

    <0.01% of the 13F portfolio, value $43,748.

    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 2,839 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $49,881.

    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 2,345 shares
    Change vs previous 13F -146 shares

    <0.01% of the 13F portfolio, value $48,917.

    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 2,491 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $49,421.

    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 1,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,551.

    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).