Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: ITM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 25,522 ITM 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 25,522 shares
    Change vs previous 13F -12,523 shares

    <0.01% of the 13F portfolio, value $1,199,512.

    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 38,045 shares
    Change vs previous 13F +5,104 shares

    <0.01% of the 13F portfolio, value $1,759,939.

    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 32,941 shares
    Change vs previous 13F +3,068 shares

    <0.01% of the 13F portfolio, value $1,553,514.

    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 29,873 shares
    Change vs previous 13F +3,729 shares

    <0.01% of the 13F portfolio, value $1,388,509.

    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 26,144 shares
    Change vs previous 13F -1,015 shares

    <0.01% of the 13F portfolio, value $1,186,417.

    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 27,159 shares
    Change vs previous 13F +10,016 shares

    <0.01% of the 13F portfolio, value $1,232,755.

    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 17,143 shares
    Change vs previous 13F +7,182 shares

    <0.01% of the 13F portfolio, value $790,314.

    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 9,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $468,286.

    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).