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Disclosery

JONES FINANCIAL COMPANIES LLLP: IYZ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 28,650 IYZ 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 28,650 shares
    Change vs previous 13F +4,338 shares

    <0.01% of the 13F portfolio, value $1,181,231.

    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 24,312 shares
    Change vs previous 13F +6,034 shares

    <0.01% of the 13F portfolio, value $959,584.

    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 18,278 shares
    Change vs previous 13F +1,785 shares

    <0.01% of the 13F portfolio, value $619,621.

    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 16,493 shares
    Change vs previous 13F +2,033 shares

    <0.01% of the 13F portfolio, value $527,932.

    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 14,460 shares
    Change vs previous 13F +2,638 shares

    <0.01% of the 13F portfolio, value $423,677.

    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 11,822 shares
    Change vs previous 13F +1,841 shares

    <0.01% of the 13F portfolio, value $322,751.

    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 9,981 shares
    Change vs previous 13F +3,326 shares

    <0.01% of the 13F portfolio, value $267,782.

    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 6,655 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $168,238.

    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).