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JONES FINANCIAL COMPANIES LLLP: IWB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 8,705,412 IWB 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 8,705,412 shares
    Change vs previous 13F -1,747,967 shares

    1.39% of the 13F portfolio, value $3,483,940,157.

    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 10,453,379 shares
    Change vs previous 13F -1,124,576 shares

    1.75% of the 13F portfolio, value $3,637,283,257.

    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 11,577,955 shares
    Change vs previous 13F +321,453 shares

    2.64% of the 13F portfolio, value $4,323,671,690.

    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 11,256,502 shares
    Change vs previous 13F +427,736 shares

    2.79% of the 13F portfolio, value $4,092,758,751.

    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 10,828,766 shares
    Change vs previous 13F +588,034 shares

    2.77% of the 13F portfolio, value $3,654,389,744.

    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 10,240,732 shares
    Change vs previous 13F +499,981 shares

    2.8% of the 13F portfolio, value $3,123,735,481.

    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 9,740,751 shares
    Change vs previous 13F +460,808 shares

    2.98% of the 13F portfolio, value $3,138,080,469.

    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 9,279,943 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $2,906,852,821.

    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).