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Disclosery

JONES FINANCIAL COMPANIES LLLP: JHML position timeline

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

JONES FINANCIAL COMPANIES LLLP held 206,700 JHML 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 206,700 shares
    Change vs previous 13F +16,213 shares

    0.01% of the 13F portfolio, value $18,137,947.

    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 190,487 shares
    Change vs previous 13F +19,711 shares

    0.01% of the 13F portfolio, value $14,570,795.

    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 170,776 shares
    Change vs previous 13F +32,886 shares

    0.01% of the 13F portfolio, value $13,636,460.

    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 137,890 shares
    Change vs previous 13F +19,899 shares

    0.01% of the 13F portfolio, value $10,742,486.

    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 117,991 shares
    Change vs previous 13F +39,598 shares

    0.01% of the 13F portfolio, value $8,606,283.

    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 78,393 shares
    Change vs previous 13F +26,343 shares

    <0.01% of the 13F portfolio, value $5,256,273.

    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 52,050 shares
    Change vs previous 13F +14,793 shares

    <0.01% of the 13F portfolio, value $3,625,311.

    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 37,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,580,774.

    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).