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JONES FINANCIAL COMPANIES LLLP: PFG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 39,986 PFG 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 39,986 shares
    Change vs previous 13F +12,581 shares

    <0.01% of the 13F portfolio, value $4,308,515.

    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 27,405 shares
    Change vs previous 13F +7,092 shares

    <0.01% of the 13F portfolio, value $2,385,164.

    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 20,313 shares
    Change vs previous 13F +1,653 shares

    <0.01% of the 13F portfolio, value $1,791,780.

    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 18,660 shares
    Change vs previous 13F +799 shares

    <0.01% of the 13F portfolio, value $1,541,707.

    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 17,861 shares
    Change vs previous 13F +3,282 shares

    <0.01% of the 13F portfolio, value $1,414,442.

    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 14,579 shares
    Change vs previous 13F +3,418 shares

    <0.01% of the 13F portfolio, value $1,211,099.

    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 11,161 shares
    Change vs previous 13F +6,731 shares

    <0.01% of the 13F portfolio, value $864,006.

    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 4,430 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,387.

    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).