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Disclosery

JONES FINANCIAL COMPANIES LLLP: IUSG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 6,829,303 IUSG 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 6,829,303 shares
    Change vs previous 13F +88,132 shares

    0.5% of the 13F portfolio, value $1,241,950,816.

    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 6,741,171 shares
    Change vs previous 13F +1,385,485 shares

    0.49% of the 13F portfolio, value $1,013,694,443.

    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 5,355,686 shares
    Change vs previous 13F +123,396 shares

    0.55% of the 13F portfolio, value $899,507,571.

    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 5,232,290 shares
    Change vs previous 13F -933,626 shares

    0.58% of the 13F portfolio, value $854,839,056.

    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 6,165,916 shares
    Change vs previous 13F +73,902 shares

    0.7% of the 13F portfolio, value $922,387,990.

    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 6,092,014 shares
    Change vs previous 13F -202,128 shares

    0.69% of the 13F portfolio, value $773,809,872.

    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 6,294,142 shares
    Change vs previous 13F -787,536 shares

    0.83% of the 13F portfolio, value $877,088,619.

    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 7,081,678 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $928,578,164.

    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).