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Disclosery

JONES FINANCIAL COMPANIES LLLP: IYJ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 71,458 IYJ 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 71,458 shares
    Change vs previous 13F +11,668 shares

    <0.01% of the 13F portfolio, value $11,658,438.

    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 59,790 shares
    Change vs previous 13F +8,465 shares

    <0.01% of the 13F portfolio, value $8,648,607.

    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 51,325 shares
    Change vs previous 13F +8,455 shares

    <0.01% of the 13F portfolio, value $7,604,814.

    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 42,870 shares
    Change vs previous 13F +5,287 shares

    <0.01% of the 13F portfolio, value $6,199,401.

    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 37,583 shares
    Change vs previous 13F +1,509 shares

    <0.01% of the 13F portfolio, value $5,319,838.

    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 36,074 shares
    Change vs previous 13F +10,211 shares

    <0.01% of the 13F portfolio, value $4,657,109.

    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 25,863 shares
    Change vs previous 13F +8,767 shares

    <0.01% of the 13F portfolio, value $3,453,165.

    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 17,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,279,269.

    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).