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JONES FINANCIAL COMPANIES LLLP: LAR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 82,783 LAR 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 82,783 shares
    Change vs previous 13F +25,018 shares

    <0.01% of the 13F portfolio, value $644,880.

    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 57,765 shares
    Change vs previous 13F -5,252 shares

    <0.01% of the 13F portfolio, value $361,031.

    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 63,017 shares
    Change vs previous 13F +3,573 shares

    <0.01% of the 13F portfolio, value $351,635.

    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 59,444 shares
    Change vs previous 13F +22,050 shares

    <0.01% of the 13F portfolio, value $210,432.

    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 37,394 shares
    Change vs previous 13F +14,432 shares

    <0.01% of the 13F portfolio, value $80,023.

    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 22,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,368.

    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).