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JONES FINANCIAL COMPANIES LLLP: ITOT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,879,380 ITOT 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 1,879,380 shares
    Change vs previous 13F +888,977 shares

    0.12% of the 13F portfolio, value $302,300,692.

    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 990,403 shares
    Change vs previous 13F +253,274 shares

    0.07% of the 13F portfolio, value $137,649,877.

    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 737,129 shares
    Change vs previous 13F +97,760 shares

    0.07% of the 13F portfolio, value $109,603,710.

    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 639,369 shares
    Change vs previous 13F +107,224 shares

    0.06% of the 13F portfolio, value $92,616,954.

    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 532,145 shares
    Change vs previous 13F +145,612 shares

    0.05% of the 13F portfolio, value $71,495,217.

    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 386,533 shares
    Change vs previous 13F +110,674 shares

    0.04% of the 13F portfolio, value $46,927,811.

    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 275,859 shares
    Change vs previous 13F +71,190 shares

    0.03% of the 13F portfolio, value $35,481,040.

    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 204,669 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $25,621,240.

    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).