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JONES FINANCIAL COMPANIES LLLP: MSFT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 5,801,727 MSFT 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 5,801,727 shares
    Change vs previous 13F +724,487 shares

    0.87% of the 13F portfolio, value $2,163,880,045.

    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 5,077,240 shares
    Change vs previous 13F +3,399,542 shares

    0.87% of the 13F portfolio, value $1,814,095,282.

    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 1,677,698 shares
    Change vs previous 13F +190,925 shares

    0.49% of the 13F portfolio, value $811,411,088.

    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 1,486,773 shares
    Change vs previous 13F +171,682 shares

    0.52% of the 13F portfolio, value $761,665,429.

    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 1,315,091 shares
    Change vs previous 13F +217,477 shares

    0.49% of the 13F portfolio, value $652,485,423.

    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 1,097,614 shares
    Change vs previous 13F +279,426 shares

    0.37% of the 13F portfolio, value $415,138,862.

    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 818,188 shares
    Change vs previous 13F +226,410 shares

    0.33% of the 13F portfolio, value $344,866,309.

    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 591,778 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $253,701,604.

    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).