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Disclosery

JONES FINANCIAL COMPANIES LLLP: IWP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,996,544 IWP 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 1,996,544 shares
    Change vs previous 13F -855,039 shares

    0.11% of the 13F portfolio, value $282,910,920.

    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 2,851,583 shares
    Change vs previous 13F -1,880,400 shares

    0.17% of the 13F portfolio, value $356,388,745.

    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 4,731,983 shares
    Change vs previous 13F -845,763 shares

    0.4% of the 13F portfolio, value $647,997,793.

    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 5,577,746 shares
    Change vs previous 13F +345,906 shares

    0.54% of the 13F portfolio, value $794,991,959.

    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 5,231,840 shares
    Change vs previous 13F +370,317 shares

    0.55% of the 13F portfolio, value $719,005,225.

    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 4,861,523 shares
    Change vs previous 13F +323,885 shares

    0.51% of the 13F portfolio, value $571,855,093.

    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 4,537,638 shares
    Change vs previous 13F +133,265 shares

    0.55% of the 13F portfolio, value $575,145,620.

    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 4,404,373 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $516,370,061.

    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).