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JONES FINANCIAL COMPANIES LLLP: PEY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 270,620 PEY 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 270,620 shares
    Change vs previous 13F +15,012 shares

    <0.01% of the 13F portfolio, value $6,359,576.

    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 255,608 shares
    Change vs previous 13F +4,346 shares

    <0.01% of the 13F portfolio, value $5,380,550.

    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 251,262 shares
    Change vs previous 13F +27,253 shares

    <0.01% of the 13F portfolio, value $5,121,967.

    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 224,009 shares
    Change vs previous 13F +13,815 shares

    <0.01% of the 13F portfolio, value $4,713,140.

    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 210,194 shares
    Change vs previous 13F +26,302 shares

    <0.01% of the 13F portfolio, value $4,290,052.

    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 183,892 shares
    Change vs previous 13F +45,826 shares

    <0.01% of the 13F portfolio, value $3,915,059.

    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 138,066 shares
    Change vs previous 13F +73,433 shares

    <0.01% of the 13F portfolio, value $2,935,287.

    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 64,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,412,877.

    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).