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JONES FINANCIAL COMPANIES LLLP: IWS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 6,991,663 IWS 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 6,991,663 shares
    Change vs previous 13F -710,571 shares

    0.46% of the 13F portfolio, value $1,154,523,853.

    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 7,702,234 shares
    Change vs previous 13F -2,006,111 shares

    0.53% of the 13F portfolio, value $1,102,933,048.

    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 9,708,345 shares
    Change vs previous 13F -339,130 shares

    0.83% of the 13F portfolio, value $1,369,362,007.

    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 10,047,475 shares
    Change vs previous 13F -757,182 shares

    0.95% of the 13F portfolio, value $1,395,511,951.

    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 10,804,657 shares
    Change vs previous 13F +748,019 shares

    1.08% of the 13F portfolio, value $1,421,043,348.

    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 10,056,638 shares
    Change vs previous 13F +736,389 shares

    1.13% of the 13F portfolio, value $1,258,207,980.

    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 9,320,249 shares
    Change vs previous 13F +583,892 shares

    1.15% of the 13F portfolio, value $1,205,481,038.

    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 8,736,357 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,153,205,815.

    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).