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JONES FINANCIAL COMPANIES LLLP: PEP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,217,374 PEP 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 1,217,374 shares
    Change vs previous 13F -37,266 shares

    0.07% of the 13F portfolio, value $171,649,695.

    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 1,254,640 shares
    Change vs previous 13F +529,036 shares

    0.09% of the 13F portfolio, value $192,196,758.

    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 725,604 shares
    Change vs previous 13F +56,532 shares

    0.06% of the 13F portfolio, value $104,146,047.

    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 669,072 shares
    Change vs previous 13F +97,172 shares

    0.06% of the 13F portfolio, value $93,964,425.

    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 571,900 shares
    Change vs previous 13F +115,083 shares

    0.06% of the 13F portfolio, value $75,017,648.

    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 456,817 shares
    Change vs previous 13F +100,331 shares

    0.06% of the 13F portfolio, value $68,238,187.

    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 356,486 shares
    Change vs previous 13F +99,215 shares

    0.05% of the 13F portfolio, value $54,207,316.

    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 257,271 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,739,557.

    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).