Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: KKR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 233,669 KKR 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 233,669 shares
    Change vs previous 13F -405,168 shares

    0.01% of the 13F portfolio, value $21,061,984.

    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 638,837 shares
    Change vs previous 13F +597,556 shares

    0.03% of the 13F portfolio, value $56,539,271.

    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 41,281 shares
    Change vs previous 13F +6,619 shares

    <0.01% of the 13F portfolio, value $5,262,495.

    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 34,662 shares
    Change vs previous 13F +2,781 shares

    <0.01% of the 13F portfolio, value $4,642,430.

    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 31,881 shares
    Change vs previous 13F +6,086 shares

    <0.01% of the 13F portfolio, value $4,280,745.

    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 25,795 shares
    Change vs previous 13F +7,419 shares

    <0.01% of the 13F portfolio, value $2,963,086.

    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 18,376 shares
    Change vs previous 13F +4,930 shares

    <0.01% of the 13F portfolio, value $2,718,015.

    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 13,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,776,195.

    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).