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JONES FINANCIAL COMPANIES LLLP: PM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,036,386 PM 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 1,036,386 shares
    Change vs previous 13F +193,589 shares

    0.07% of the 13F portfolio, value $187,350,076.

    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 842,797 shares
    Change vs previous 13F +639,799 shares

    0.07% of the 13F portfolio, value $137,863,216.

    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 202,998 shares
    Change vs previous 13F +12,500 shares

    0.02% of the 13F portfolio, value $32,560,934.

    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 190,498 shares
    Change vs previous 13F +18,547 shares

    0.02% of the 13F portfolio, value $31,362,021.

    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 171,951 shares
    Change vs previous 13F +29,847 shares

    0.02% of the 13F portfolio, value $31,148,630.

    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 142,104 shares
    Change vs previous 13F +23,920 shares

    0.02% of the 13F portfolio, value $22,112,208.

    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 118,184 shares
    Change vs previous 13F +41,043 shares

    0.01% of the 13F portfolio, value $14,223,493.

    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 77,141 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,319,336.

    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).