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Disclosery

JONES FINANCIAL COMPANIES LLLP: MUNI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 374,302 MUNI 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 374,302 shares
    Change vs previous 13F +109,519 shares

    0.01% of the 13F portfolio, value $19,692,008.

    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 264,783 shares
    Change vs previous 13F +99,788 shares

    0.01% of the 13F portfolio, value $13,766,043.

    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 164,995 shares
    Change vs previous 13F +43,153 shares

    0.01% of the 13F portfolio, value $8,647,381.

    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 121,842 shares
    Change vs previous 13F +23,814 shares

    <0.01% of the 13F portfolio, value $6,366,238.

    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 98,028 shares
    Change vs previous 13F +12,808 shares

    <0.01% of the 13F portfolio, value $5,026,898.

    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 85,220 shares
    Change vs previous 13F +11,522 shares

    <0.01% of the 13F portfolio, value $4,384,578.

    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 73,698 shares
    Change vs previous 13F +48,170 shares

    <0.01% of the 13F portfolio, value $3,812,401.

    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 25,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,352,213.

    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).