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Disclosery

JONES FINANCIAL COMPANIES LLLP: OUSM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 101,025 OUSM 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 101,025 shares
    Change vs previous 13F -4,835 shares

    <0.01% of the 13F portfolio, value $4,810,811.

    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 105,860 shares
    Change vs previous 13F +15,658 shares

    <0.01% of the 13F portfolio, value $4,564,679.

    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 90,202 shares
    Change vs previous 13F -10,709 shares

    <0.01% of the 13F portfolio, value $3,945,413.

    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 100,911 shares
    Change vs previous 13F +24,719 shares

    <0.01% of the 13F portfolio, value $4,528,868.

    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 76,192 shares
    Change vs previous 13F +18,975 shares

    <0.01% of the 13F portfolio, value $3,293,785.

    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 57,217 shares
    Change vs previous 13F +13,418 shares

    <0.01% of the 13F portfolio, value $2,397,391.

    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 43,799 shares
    Change vs previous 13F +24,956 shares

    <0.01% of the 13F portfolio, value $1,914,899.

    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 18,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $848,695.

    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).