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JONES FINANCIAL COMPANIES LLLP: PHO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 60,160 PHO 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 60,160 shares
    Change vs previous 13F +4,059 shares

    <0.01% of the 13F portfolio, value $4,169,111.

    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 56,101 shares
    Change vs previous 13F +10,313 shares

    <0.01% of the 13F portfolio, value $3,674,083.

    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 45,788 shares
    Change vs previous 13F +8,199 shares

    <0.01% of the 13F portfolio, value $3,223,862.

    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 37,589 shares
    Change vs previous 13F +4,060 shares

    <0.01% of the 13F portfolio, value $2,681,408.

    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 33,529 shares
    Change vs previous 13F +8,093 shares

    <0.01% of the 13F portfolio, value $2,341,667.

    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 25,436 shares
    Change vs previous 13F +7,280 shares

    <0.01% of the 13F portfolio, value $1,635,309.

    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 18,156 shares
    Change vs previous 13F +9,391 shares

    <0.01% of the 13F portfolio, value $1,194,459.

    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 8,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $618,027.

    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).