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JONES FINANCIAL COMPANIES LLLP: PFM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 231,529 PFM 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 231,529 shares
    Change vs previous 13F +23,000 shares

    0.01% of the 13F portfolio, value $12,789,885.

    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 208,529 shares
    Change vs previous 13F +29,360 shares

    0.01% of the 13F portfolio, value $10,454,609.

    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 179,169 shares
    Change vs previous 13F +30,904 shares

    0.01% of the 13F portfolio, value $9,227,927.

    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 148,265 shares
    Change vs previous 13F +8,410 shares

    0.01% of the 13F portfolio, value $7,482,027.

    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 139,855 shares
    Change vs previous 13F +29,733 shares

    0.01% of the 13F portfolio, value $6,678,093.

    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 110,122 shares
    Change vs previous 13F +41,944 shares

    <0.01% of the 13F portfolio, value $4,988,534.

    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 68,178 shares
    Change vs previous 13F +41,514 shares

    <0.01% of the 13F portfolio, value $3,126,631.

    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 26,664 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,234,565.

    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).