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Disclosery

JONES FINANCIAL COMPANIES LLLP: PEN position timeline

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

JONES FINANCIAL COMPANIES LLLP held 877 PEN 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 877 shares
    Change vs previous 13F -17,601 shares

    <0.01% of the 13F portfolio, value $277,685.

    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 18,478 shares
    Change vs previous 13F +17,878 shares

    <0.01% of the 13F portfolio, value $6,191,978.

    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 600 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $186,546.

    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 704 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $178,371.

    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 792 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $203,096.

    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 421 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $112,643.

    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 375 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $89,055.

    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 300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,465.

    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).