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JONES FINANCIAL COMPANIES LLLP: IWF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,978,899 IWF 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 3,978,899 shares
    Change vs previous 13F +2,844,589 shares

    0.19% of the 13F portfolio, value $473,942,186.

    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 1,134,310 shares
    Change vs previous 13F +615,334 shares

    0.23% of the 13F portfolio, value $468,460,803.

    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 518,976 shares
    Change vs previous 13F +38,915 shares

    0.15% of the 13F portfolio, value $245,631,395.

    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 480,061 shares
    Change vs previous 13F +43,615 shares

    0.15% of the 13F portfolio, value $223,215,522.

    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 436,446 shares
    Change vs previous 13F +65,125 shares

    0.14% of the 13F portfolio, value $184,104,112.

    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 371,321 shares
    Change vs previous 13F +63,258 shares

    0.12% of the 13F portfolio, value $133,886,318.

    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 308,063 shares
    Change vs previous 13F +44,236 shares

    0.12% of the 13F portfolio, value $123,712,037.

    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 263,827 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $98,610,263.

    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).