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Disclosery

JONES FINANCIAL COMPANIES LLLP: IWR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 99,650,083 IWR 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 99,650,083 shares
    Change vs previous 13F +6,686,541 shares

    4.37% of the 13F portfolio, value $10,921,002,531.

    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 92,963,542 shares
    Change vs previous 13F +14,042,687 shares

    4.26% of the 13F portfolio, value $8,872,882,690.

    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 78,920,855 shares
    Change vs previous 13F +3,576,847 shares

    4.63% of the 13F portfolio, value $7,597,710,667.

    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 75,344,008 shares
    Change vs previous 13F +5,633,614 shares

    4.94% of the 13F portfolio, value $7,245,741,081.

    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 69,710,394 shares
    Change vs previous 13F +3,213,040 shares

    4.84% of the 13F portfolio, value $6,379,273,979.

    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 66,497,354 shares
    Change vs previous 13F +4,290,076 shares

    5.04% of the 13F portfolio, value $5,628,396,009.

    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 62,207,278 shares
    Change vs previous 13F +19,216,938 shares

    5.23% of the 13F portfolio, value $5,499,123,410.

    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 42,990,340 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $3,783,772,517.

    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).