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JONES FINANCIAL COMPANIES LLLP: IXUS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,026,979 IXUS 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 1,026,979 shares
    Change vs previous 13F +120,066 shares

    0.04% of the 13F portfolio, value $97,063,712.

    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 906,913 shares
    Change vs previous 13F +101,876 shares

    0.04% of the 13F portfolio, value $76,657,786.

    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 805,037 shares
    Change vs previous 13F +54,689 shares

    0.04% of the 13F portfolio, value $68,138,321.

    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 750,348 shares
    Change vs previous 13F +56,559 shares

    0.04% of the 13F portfolio, value $61,597,714.

    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 693,789 shares
    Change vs previous 13F +42,652 shares

    0.04% of the 13F portfolio, value $53,565,382.

    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 651,137 shares
    Change vs previous 13F +28,068 shares

    0.04% of the 13F portfolio, value $45,625,597.

    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 623,069 shares
    Change vs previous 13F +62,689 shares

    0.04% of the 13F portfolio, value $41,209,770.

    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 560,380 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $40,800,346.

    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).