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JONES FINANCIAL COMPANIES LLLP: OLLI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 42,719 OLLI 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 42,719 shares
    Change vs previous 13F -19,367 shares

    <0.01% of the 13F portfolio, value $3,071,923.

    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 62,086 shares
    Change vs previous 13F +61,148 shares

    <0.01% of the 13F portfolio, value $5,540,555.

    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 938 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $102,814.

    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 882 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $116,412.

    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 723 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $95,976.

    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 292 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $33,132.

    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 197 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $21,616.

    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 183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,752.

    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).