Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: ISTB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,057,377 ISTB 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 2,057,377 shares
    Change vs previous 13F +294,900 shares

    0.04% of the 13F portfolio, value $99,371,264.

    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 1,762,477 shares
    Change vs previous 13F +331,963 shares

    0.04% of the 13F portfolio, value $85,092,378.

    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 1,430,514 shares
    Change vs previous 13F +253,734 shares

    0.04% of the 13F portfolio, value $69,737,553.

    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 1,176,780 shares
    Change vs previous 13F +193,124 shares

    0.04% of the 13F portfolio, value $57,426,852.

    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 983,656 shares
    Change vs previous 13F +154,085 shares

    0.04% of the 13F portfolio, value $47,795,846.

    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 829,571 shares
    Change vs previous 13F +139,369 shares

    0.04% of the 13F portfolio, value $40,084,899.

    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 690,202 shares
    Change vs previous 13F +69,913 shares

    0.03% of the 13F portfolio, value $32,970,970.

    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 620,289 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $30,226,691.

    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).