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Disclosery

JONES FINANCIAL COMPANIES LLLP: JMSI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 50,140 JMSI 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 50,140 shares
    Change vs previous 13F +5,783 shares

    <0.01% of the 13F portfolio, value $2,526,040.

    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 44,357 shares
    Change vs previous 13F +3,348 shares

    <0.01% of the 13F portfolio, value $2,199,459.

    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 41,009 shares
    Change vs previous 13F +7,802 shares

    <0.01% of the 13F portfolio, value $2,066,033.

    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 33,207 shares
    Change vs previous 13F +8,793 shares

    <0.01% of the 13F portfolio, value $1,664,680.

    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 24,414 shares
    Change vs previous 13F +10,580 shares

    <0.01% of the 13F portfolio, value $1,203,346.

    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 13,834 shares
    Change vs previous 13F +3,366 shares

    <0.01% of the 13F portfolio, value $688,932.

    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 10,468 shares
    Change vs previous 13F +3,895 shares

    <0.01% of the 13F portfolio, value $524,134.

    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 6,573 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,818.

    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).