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JONES FINANCIAL COMPANIES LLLP: KBWY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 42,880 KBWY 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 42,880 shares
    Change vs previous 13F +7,558 shares

    <0.01% of the 13F portfolio, value $802,281.

    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 35,322 shares
    Change vs previous 13F +10,961 shares

    <0.01% of the 13F portfolio, value $528,772.

    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 24,361 shares
    Change vs previous 13F +5,487 shares

    <0.01% of the 13F portfolio, value $375,946.

    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 18,874 shares
    Change vs previous 13F +2,992 shares

    <0.01% of the 13F portfolio, value $300,472.

    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 15,882 shares
    Change vs previous 13F +8,640 shares

    <0.01% of the 13F portfolio, value $249,181.

    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 7,242 shares
    Change vs previous 13F +3,781 shares

    <0.01% of the 13F portfolio, value $120,441.

    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 3,461 shares
    Change vs previous 13F +1,592 shares

    <0.01% of the 13F portfolio, value $61,991.

    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 1,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,425.

    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).