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JONES FINANCIAL COMPANIES LLLP: IWC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 18,632 IWC 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 18,632 shares
    Change vs previous 13F +5,928 shares

    <0.01% of the 13F portfolio, value $3,631,521.

    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 12,704 shares
    Change vs previous 13F +2,147 shares

    <0.01% of the 13F portfolio, value $1,989,788.

    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 10,557 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $1,664,894.

    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 9,974 shares
    Change vs previous 13F +1,512 shares

    <0.01% of the 13F portfolio, value $1,486,640.

    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 8,462 shares
    Change vs previous 13F +724 shares

    <0.01% of the 13F portfolio, value $1,079,634.

    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 7,738 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $869,470.

    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 7,850 shares
    Change vs previous 13F +2,220 shares

    <0.01% of the 13F portfolio, value $1,023,535.

    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 5,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $692,167.

    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).