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JONES FINANCIAL COMPANIES LLLP: LMBS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 799,678 LMBS 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 799,678 shares
    Change vs previous 13F +156,214 shares

    0.02% of the 13F portfolio, value $39,835,956.

    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 643,464 shares
    Change vs previous 13F +261,005 shares

    0.02% of the 13F portfolio, value $31,883,641.

    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 382,459 shares
    Change vs previous 13F +135,081 shares

    0.01% of the 13F portfolio, value $19,119,125.

    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 247,378 shares
    Change vs previous 13F +94,684 shares

    0.01% of the 13F portfolio, value $12,297,160.

    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 152,694 shares
    Change vs previous 13F +65,653 shares

    0.01% of the 13F portfolio, value $7,507,964.

    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 87,041 shares
    Change vs previous 13F +59,535 shares

    <0.01% of the 13F portfolio, value $4,278,065.

    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 27,506 shares
    Change vs previous 13F +24,466 shares

    <0.01% of the 13F portfolio, value $1,338,717.

    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 3,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $150,146.

    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).