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JONES FINANCIAL COMPANIES LLLP: MOAT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,360,250 MOAT 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 1,360,250 shares
    Change vs previous 13F -18,323 shares

    0.06% of the 13F portfolio, value $140,268,919.

    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 1,378,573 shares
    Change vs previous 13F +139,689 shares

    0.06% of the 13F portfolio, value $129,985,592.

    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 1,238,884 shares
    Change vs previous 13F +137,632 shares

    0.08% of the 13F portfolio, value $128,298,763.

    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 1,101,252 shares
    Change vs previous 13F +108,068 shares

    0.07% of the 13F portfolio, value $108,275,055.

    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 993,184 shares
    Change vs previous 13F +110,413 shares

    0.07% of the 13F portfolio, value $93,011,689.

    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 882,771 shares
    Change vs previous 13F +201,826 shares

    0.07% of the 13F portfolio, value $77,410,164.

    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 680,945 shares
    Change vs previous 13F +260,624 shares

    0.06% of the 13F portfolio, value $63,140,627.

    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 420,321 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $40,716,524.

    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).