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JONES FINANCIAL COMPANIES LLLP: MSCI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 35,328 MSCI 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 35,328 shares
    Change vs previous 13F +4,360 shares

    0.01% of the 13F portfolio, value $19,601,998.

    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 30,968 shares
    Change vs previous 13F +19,960 shares

    0.01% of the 13F portfolio, value $16,210,066.

    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 11,008 shares
    Change vs previous 13F +1,197 shares

    <0.01% of the 13F portfolio, value $6,315,669.

    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 9,811 shares
    Change vs previous 13F +2,049 shares

    <0.01% of the 13F portfolio, value $5,547,800.

    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 7,762 shares
    Change vs previous 13F +2,249 shares

    <0.01% of the 13F portfolio, value $4,473,961.

    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 5,513 shares
    Change vs previous 13F +2,276 shares

    <0.01% of the 13F portfolio, value $3,079,260.

    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 3,237 shares
    Change vs previous 13F +1,739 shares

    <0.01% of the 13F portfolio, value $1,942,064.

    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 1,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $863,063.

    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).