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JONES FINANCIAL COMPANIES LLLP: NI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 375,848 NI 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 375,848 shares
    Change vs previous 13F +27,393 shares

    0.01% of the 13F portfolio, value $18,445,509.

    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 348,455 shares
    Change vs previous 13F +133,196 shares

    0.01% of the 13F portfolio, value $16,018,961.

    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 215,259 shares
    Change vs previous 13F +9,918 shares

    0.01% of the 13F portfolio, value $8,989,221.

    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 205,341 shares
    Change vs previous 13F +22,553 shares

    0.01% of the 13F portfolio, value $8,741,677.

    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 182,788 shares
    Change vs previous 13F +28,448 shares

    0.01% of the 13F portfolio, value $7,308,962.

    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 154,340 shares
    Change vs previous 13F +43,033 shares

    0.01% of the 13F portfolio, value $6,161,290.

    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 111,307 shares
    Change vs previous 13F +43,439 shares

    <0.01% of the 13F portfolio, value $4,091,640.

    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 67,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,333,341.

    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).