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JONES FINANCIAL COMPANIES LLLP: OEF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,381,659 OEF 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 2,381,659 shares
    Change vs previous 13F +207,122 shares

    0.34% of the 13F portfolio, value $851,673,492.

    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 2,174,537 shares
    Change vs previous 13F -7,857 shares

    0.32% of the 13F portfolio, value $672,306,041.

    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 2,182,394 shares
    Change vs previous 13F +115,096 shares

    0.46% of the 13F portfolio, value $748,495,543.

    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 2,067,298 shares
    Change vs previous 13F +79,720 shares

    0.47% of the 13F portfolio, value $684,227,281.

    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 1,987,578 shares
    Change vs previous 13F +7,416 shares

    0.46% of the 13F portfolio, value $602,463,704.

    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 1,980,162 shares
    Change vs previous 13F +55,193 shares

    0.48% of the 13F portfolio, value $533,129,722.

    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 1,924,969 shares
    Change vs previous 13F +40,193 shares

    0.53% of the 13F portfolio, value $556,027,156.

    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 1,884,776 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $519,019,430.

    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).