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Disclosery

JONES FINANCIAL COMPANIES LLLP: IYF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 115,962 IYF 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 115,962 shares
    Change vs previous 13F +12,494 shares

    0.01% of the 13F portfolio, value $14,825,655.

    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 103,468 shares
    Change vs previous 13F +11,558 shares

    0.01% of the 13F portfolio, value $11,793,236.

    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 91,910 shares
    Change vs previous 13F +13,735 shares

    0.01% of the 13F portfolio, value $11,849,924.

    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 78,175 shares
    Change vs previous 13F +11,589 shares

    0.01% of the 13F portfolio, value $9,909,452.

    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 66,586 shares
    Change vs previous 13F +10,514 shares

    0.01% of the 13F portfolio, value $7,989,602.

    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 56,072 shares
    Change vs previous 13F +20,067 shares

    0.01% of the 13F portfolio, value $6,262,680.

    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 36,005 shares
    Change vs previous 13F +14,929 shares

    <0.01% of the 13F portfolio, value $3,981,389.

    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 21,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,180,776.

    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).