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JONES FINANCIAL COMPANIES LLLP: IWD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,718,123 IWD 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 2,718,123 shares
    Change vs previous 13F +76,970 shares

    0.26% of the 13F portfolio, value $659,847,282.

    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 2,641,153 shares
    Change vs previous 13F +1,133,838 shares

    0.27% of the 13F portfolio, value $554,825,751.

    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 1,507,315 shares
    Change vs previous 13F +19,033 shares

    0.19% of the 13F portfolio, value $317,048,540.

    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 1,488,282 shares
    Change vs previous 13F -549,165 shares

    0.21% of the 13F portfolio, value $302,099,188.

    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 2,037,447 shares
    Change vs previous 13F -494,282 shares

    0.3% of the 13F portfolio, value $393,992,023.

    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 2,531,729 shares
    Change vs previous 13F -1,453,368 shares

    0.42% of the 13F portfolio, value $471,608,077.

    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 3,985,097 shares
    Change vs previous 13F -2,191,564 shares

    0.7% of the 13F portfolio, value $737,760,941.

    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 6,176,661 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,169,187,693.

    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).