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Disclosery

JONES FINANCIAL COMPANIES LLLP: JHMD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 955,944 JHMD 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 955,944 shares
    Change vs previous 13F +138,446 shares

    0.02% of the 13F portfolio, value $42,176,228.

    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 817,498 shares
    Change vs previous 13F +297,569 shares

    0.02% of the 13F portfolio, value $33,550,101.

    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 519,929 shares
    Change vs previous 13F +202,860 shares

    0.01% of the 13F portfolio, value $21,592,650.

    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 317,069 shares
    Change vs previous 13F +87,390 shares

    0.01% of the 13F portfolio, value $12,596,204.

    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 229,679 shares
    Change vs previous 13F +70,580 shares

    0.01% of the 13F portfolio, value $8,773,738.

    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 159,099 shares
    Change vs previous 13F +65,616 shares

    0.01% of the 13F portfolio, value $5,603,467.

    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 93,483 shares
    Change vs previous 13F +53,675 shares

    <0.01% of the 13F portfolio, value $2,998,000.

    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 39,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,419,553.

    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).