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JONES FINANCIAL COMPANIES LLLP: IWN position timeline

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

JONES FINANCIAL COMPANIES LLLP held 316,264 IWN 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 316,264 shares
    Change vs previous 13F +14,916 shares

    0.03% of the 13F portfolio, value $70,029,905.

    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 301,348 shares
    Change vs previous 13F +24,604 shares

    0.03% of the 13F portfolio, value $56,202,294.

    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 276,744 shares
    Change vs previous 13F +6,666 shares

    0.03% of the 13F portfolio, value $50,148,688.

    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 270,078 shares
    Change vs previous 13F -1,947,804 shares

    0.03% of the 13F portfolio, value $47,712,238.

    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 2,217,882 shares
    Change vs previous 13F +157,461 shares

    0.27% of the 13F portfolio, value $349,737,921.

    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 2,060,421 shares
    Change vs previous 13F -669,317 shares

    0.28% of the 13F portfolio, value $311,576,351.

    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 2,729,738 shares
    Change vs previous 13F +145,085 shares

    0.43% of the 13F portfolio, value $448,141,123.

    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 2,584,653 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $430,009,712.

    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).