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Disclosery

JONES FINANCIAL COMPANIES LLLP: IUSB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 87,505,839 IUSB 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 87,505,839 shares
    Change vs previous 13F +7,918,948 shares

    1.62% of the 13F portfolio, value $4,051,497,876.

    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 79,586,891 shares
    Change vs previous 13F +3,022,787 shares

    1.75% of the 13F portfolio, value $3,650,704,047.

    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 76,564,104 shares
    Change vs previous 13F +5,199,995 shares

    2.17% of the 13F portfolio, value $3,563,293,378.

    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 71,364,109 shares
    Change vs previous 13F +4,589,650 shares

    2.27% of the 13F portfolio, value $3,327,010,529.

    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 66,774,459 shares
    Change vs previous 13F +4,392,318 shares

    2.33% of the 13F portfolio, value $3,076,995,015.

    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 62,382,141 shares
    Change vs previous 13F +1,856,559 shares

    2.57% of the 13F portfolio, value $2,868,351,441.

    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 60,525,582 shares
    Change vs previous 13F +6,586,279 shares

    2.6% of the 13F portfolio, value $2,735,756,318.

    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 53,939,303 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $2,548,065,788.

    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).