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Disclosery

JONES FINANCIAL COMPANIES LLLP: IYW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 300,558 IYW 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 300,558 shares
    Change vs previous 13F +28,483 shares

    0.03% of the 13F portfolio, value $72,053,901.

    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 272,075 shares
    Change vs previous 13F +32,003 shares

    0.02% of the 13F portfolio, value $47,914,488.

    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 240,072 shares
    Change vs previous 13F +37,223 shares

    0.03% of the 13F portfolio, value $47,988,578.

    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 202,849 shares
    Change vs previous 13F +41,324 shares

    0.03% of the 13F portfolio, value $39,366,049.

    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 161,525 shares
    Change vs previous 13F +32,747 shares

    0.02% of the 13F portfolio, value $27,746,009.

    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 128,778 shares
    Change vs previous 13F +25,848 shares

    0.02% of the 13F portfolio, value $18,113,749.

    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 102,930 shares
    Change vs previous 13F +32,349 shares

    0.02% of the 13F portfolio, value $16,419,376.

    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 70,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,658,418.

    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).