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JONES FINANCIAL COMPANIES LLLP: IYE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 123,622 IYE 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 123,622 shares
    Change vs previous 13F +13,271 shares

    <0.01% of the 13F portfolio, value $7,073,658.

    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 110,351 shares
    Change vs previous 13F +13,870 shares

    <0.01% of the 13F portfolio, value $7,305,239.

    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 96,481 shares
    Change vs previous 13F +11,104 shares

    <0.01% of the 13F portfolio, value $4,585,736.

    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 85,377 shares
    Change vs previous 13F +13,503 shares

    <0.01% of the 13F portfolio, value $4,175,790.

    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 71,874 shares
    Change vs previous 13F +11,108 shares

    <0.01% of the 13F portfolio, value $3,263,480.

    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 60,766 shares
    Change vs previous 13F +18,560 shares

    <0.01% of the 13F portfolio, value $2,960,383.

    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 42,206 shares
    Change vs previous 13F +23,665 shares

    <0.01% of the 13F portfolio, value $1,923,334.

    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 18,541 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $853,828.

    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).