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JONES FINANCIAL COMPANIES LLLP: PDBC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 398,110 PDBC 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 398,110 shares
    Change vs previous 13F +32,895 shares

    <0.01% of the 13F portfolio, value $6,318,001.

    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 365,215 shares
    Change vs previous 13F +55,511 shares

    <0.01% of the 13F portfolio, value $6,354,749.

    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 309,704 shares
    Change vs previous 13F +20,133 shares

    <0.01% of the 13F portfolio, value $4,103,577.

    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 289,571 shares
    Change vs previous 13F +44,275 shares

    <0.01% of the 13F portfolio, value $3,935,264.

    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 245,296 shares
    Change vs previous 13F +104,217 shares

    <0.01% of the 13F portfolio, value $3,196,211.

    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 141,079 shares
    Change vs previous 13F +40,024 shares

    <0.01% of the 13F portfolio, value $1,898,919.

    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 101,055 shares
    Change vs previous 13F +49,291 shares

    <0.01% of the 13F portfolio, value $1,312,701.

    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 51,764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $696,748.

    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).