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JONES FINANCIAL COMPANIES LLLP: PFXF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 303,551 PFXF 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 303,551 shares
    Change vs previous 13F +61,001 shares

    <0.01% of the 13F portfolio, value $5,375,889.

    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 242,550 shares
    Change vs previous 13F +15,292 shares

    <0.01% of the 13F portfolio, value $4,222,798.

    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 227,258 shares
    Change vs previous 13F +21,448 shares

    <0.01% of the 13F portfolio, value $4,013,380.

    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 205,810 shares
    Change vs previous 13F +19,326 shares

    <0.01% of the 13F portfolio, value $3,679,874.

    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 186,484 shares
    Change vs previous 13F +25,511 shares

    <0.01% of the 13F portfolio, value $3,194,475.

    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 160,973 shares
    Change vs previous 13F +57,207 shares

    <0.01% of the 13F portfolio, value $2,718,829.

    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 103,766 shares
    Change vs previous 13F +54,285 shares

    <0.01% of the 13F portfolio, value $1,789,972.

    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 49,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $908,965.

    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).