Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: OALC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 152,074 OALC 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 152,074 shares
    Change vs previous 13F +79,969 shares

    <0.01% of the 13F portfolio, value $6,095,126.

    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 72,105 shares
    Change vs previous 13F +23,164 shares

    <0.01% of the 13F portfolio, value $2,425,612.

    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 48,941 shares
    Change vs previous 13F +26,864 shares

    <0.01% of the 13F portfolio, value $1,734,958.

    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 22,077 shares
    Change vs previous 13F +16,952 shares

    <0.01% of the 13F portfolio, value $763,202.

    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 5,125 shares
    Change vs previous 13F +4,755 shares

    <0.01% of the 13F portfolio, value $165,373.

    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 370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,531.

    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).