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Disclosery

JONES FINANCIAL COMPANIES LLLP: ISMD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 20,432 ISMD 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 20,432 shares
    Change vs previous 13F +3,637 shares

    <0.01% of the 13F portfolio, value $1,010,183.

    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 16,795 shares
    Change vs previous 13F +7,635 shares

    <0.01% of the 13F portfolio, value $662,227.

    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 9,160 shares
    Change vs previous 13F +2,477 shares

    <0.01% of the 13F portfolio, value $353,393.

    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 6,683 shares
    Change vs previous 13F +253 shares

    <0.01% of the 13F portfolio, value $259,367.

    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 6,430 shares
    Change vs previous 13F +1,995 shares

    <0.01% of the 13F portfolio, value $228,908.

    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 4,435 shares
    Change vs previous 13F +4,055 shares

    <0.01% of the 13F portfolio, value $151,633.

    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 380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,258.

    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).