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Disclosery

JONES FINANCIAL COMPANIES LLLP: IYC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 31,297 IYC 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 31,297 shares
    Change vs previous 13F +4,105 shares

    <0.01% of the 13F portfolio, value $3,144,678.

    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 27,192 shares
    Change vs previous 13F +6,271 shares

    <0.01% of the 13F portfolio, value $2,562,307.

    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 20,921 shares
    Change vs previous 13F +1,663 shares

    <0.01% of the 13F portfolio, value $2,157,612.

    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 19,258 shares
    Change vs previous 13F +4,309 shares

    <0.01% of the 13F portfolio, value $2,020,922.

    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 14,949 shares
    Change vs previous 13F +3,026 shares

    <0.01% of the 13F portfolio, value $1,488,314.

    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 11,923 shares
    Change vs previous 13F +4,813 shares

    <0.01% of the 13F portfolio, value $1,049,707.

    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 7,110 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $683,536.

    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 3,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,332.

    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).