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JONES FINANCIAL COMPANIES LLLP: PH position timeline

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

JONES FINANCIAL COMPANIES LLLP held 126,804 PH 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 126,804 shares
    Change vs previous 13F +4,260 shares

    0.05% of the 13F portfolio, value $122,868,633.

    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 122,544 shares
    Change vs previous 13F +89,943 shares

    0.05% of the 13F portfolio, value $108,877,363.

    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 32,601 shares
    Change vs previous 13F +2,496 shares

    0.02% of the 13F portfolio, value $28,654,731.

    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 30,105 shares
    Change vs previous 13F +4,428 shares

    0.02% of the 13F portfolio, value $22,605,900.

    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 25,677 shares
    Change vs previous 13F +5,316 shares

    0.01% of the 13F portfolio, value $17,985,627.

    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 20,361 shares
    Change vs previous 13F +6,192 shares

    0.01% of the 13F portfolio, value $12,251,052.

    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 14,169 shares
    Change vs previous 13F +4,999 shares

    0.01% of the 13F portfolio, value $9,012,071.

    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 9,170 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,801,606.

    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).