Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: IWM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,211,945 IWM 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 1,211,945 shares
    Change vs previous 13F +20,028 shares

    0.15% of the 13F portfolio, value $363,461,028.

    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 1,191,917 shares
    Change vs previous 13F +152,917 shares

    0.14% of the 13F portfolio, value $290,437,908.

    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 1,039,000 shares
    Change vs previous 13F +21,132 shares

    0.16% of the 13F portfolio, value $255,762,936.

    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 1,017,868 shares
    Change vs previous 13F -3,796,138 shares

    0.17% of the 13F portfolio, value $245,740,268.

    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 4,814,006 shares
    Change vs previous 13F -3,101,275 shares

    0.79% of the 13F portfolio, value $1,037,366,877.

    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 7,915,281 shares
    Change vs previous 13F -526,296 shares

    1.42% of the 13F portfolio, value $1,586,488,356.

    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 8,441,577 shares
    Change vs previous 13F +352,358 shares

    1.77% of the 13F portfolio, value $1,865,250,848.

    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 8,089,219 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,782,374,293.

    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).