Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: ITA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 271,717 ITA 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 271,717 shares
    Change vs previous 13F +56,466 shares

    0.03% of the 13F portfolio, value $64,337,156.

    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 215,251 shares
    Change vs previous 13F +84,476 shares

    0.02% of the 13F portfolio, value $46,502,916.

    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 130,775 shares
    Change vs previous 13F +32,425 shares

    0.02% of the 13F portfolio, value $28,076,018.

    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 98,350 shares
    Change vs previous 13F +18,439 shares

    0.01% of the 13F portfolio, value $20,230,653.

    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 79,911 shares
    Change vs previous 13F +19,046 shares

    0.01% of the 13F portfolio, value $14,987,241.

    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 60,865 shares
    Change vs previous 13F +19,787 shares

    0.01% of the 13F portfolio, value $9,326,368.

    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 41,078 shares
    Change vs previous 13F +20,503 shares

    0.01% of the 13F portfolio, value $5,970,638.

    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 20,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,055,846.

    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).