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Disclosery

JONES FINANCIAL COMPANIES LLLP: MFSI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,327,808 MFSI 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 2,327,808 shares
    Change vs previous 13F +550,792 shares

    0.03% of the 13F portfolio, value $74,529,398.

    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 1,777,016 shares
    Change vs previous 13F +737,605 shares

    0.02% of the 13F portfolio, value $51,142,520.

    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 1,039,411 shares
    Change vs previous 13F +519,326 shares

    0.02% of the 13F portfolio, value $31,650,065.

    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 520,085 shares
    Change vs previous 13F +341,278 shares

    0.01% of the 13F portfolio, value $15,191,683.

    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 178,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,083,483.

    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).