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Disclosery

JONES FINANCIAL COMPANIES LLLP: IYK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 65,416 IYK 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 65,416 shares
    Change vs previous 13F +4,153 shares

    <0.01% of the 13F portfolio, value $4,817,865.

    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 61,263 shares
    Change vs previous 13F +6,972 shares

    <0.01% of the 13F portfolio, value $4,270,008.

    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 54,291 shares
    Change vs previous 13F +4,843 shares

    <0.01% of the 13F portfolio, value $3,633,179.

    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 49,448 shares
    Change vs previous 13F +3,661 shares

    <0.01% of the 13F portfolio, value $3,366,452.

    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 45,787 shares
    Change vs previous 13F +12,599 shares

    <0.01% of the 13F portfolio, value $3,210,565.

    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 33,188 shares
    Change vs previous 13F +17,894 shares

    <0.01% of the 13F portfolio, value $2,342,730.

    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 15,294 shares
    Change vs previous 13F +4,088 shares

    <0.01% of the 13F portfolio, value $1,003,123.

    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 11,206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $789,793.

    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).