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JONES FINANCIAL COMPANIES LLLP: NU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 255,069 NU 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 255,069 shares
    Change vs previous 13F -196,258 shares

    <0.01% of the 13F portfolio, value $3,359,298.

    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 451,327 shares
    Change vs previous 13F +362,871 shares

    <0.01% of the 13F portfolio, value $6,138,205.

    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 88,456 shares
    Change vs previous 13F +21,864 shares

    <0.01% of the 13F portfolio, value $1,480,754.

    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 66,592 shares
    Change vs previous 13F +15,790 shares

    <0.01% of the 13F portfolio, value $1,050,869.

    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 50,802 shares
    Change vs previous 13F +16,879 shares

    <0.01% of the 13F portfolio, value $673,127.

    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 33,923 shares
    Change vs previous 13F +16,818 shares

    <0.01% of the 13F portfolio, value $351,103.

    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 17,105 shares
    Change vs previous 13F +15,754 shares

    <0.01% of the 13F portfolio, value $177,208.

    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 1,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,738.

    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).