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Disclosery

JONES FINANCIAL COMPANIES LLLP: IWY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 216,668 IWY 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 216,668 shares
    Change vs previous 13F +29,956 shares

    0.02% of the 13F portfolio, value $60,272,660.

    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 186,712 shares
    Change vs previous 13F +42,331 shares

    0.02% of the 13F portfolio, value $44,952,369.

    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 144,381 shares
    Change vs previous 13F +28,546 shares

    0.02% of the 13F portfolio, value $39,988,336.

    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 115,835 shares
    Change vs previous 13F +17,523 shares

    0.02% of the 13F portfolio, value $31,384,225.

    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 98,312 shares
    Change vs previous 13F +23,622 shares

    0.02% of the 13F portfolio, value $24,060,950.

    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 74,690 shares
    Change vs previous 13F +21,670 shares

    0.01% of the 13F portfolio, value $15,721,517.

    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 53,020 shares
    Change vs previous 13F +24,019 shares

    0.01% of the 13F portfolio, value $12,473,930.

    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 29,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,343,098.

    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).