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JONES FINANCIAL COMPANIES LLLP: POR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 69,843 POR 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 69,843 shares
    Change vs previous 13F +11,598 shares

    <0.01% of the 13F portfolio, value $3,668,867.

    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 58,245 shares
    Change vs previous 13F +30,154 shares

    <0.01% of the 13F portfolio, value $3,011,852.

    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 28,091 shares
    Change vs previous 13F +8,727 shares

    <0.01% of the 13F portfolio, value $1,348,078.

    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 19,364 shares
    Change vs previous 13F +13,856 shares

    <0.01% of the 13F portfolio, value $841,190.

    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 5,508 shares
    Change vs previous 13F +3,744 shares

    <0.01% of the 13F portfolio, value $221,412.

    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 1,764 shares
    Change vs previous 13F +1,303 shares

    <0.01% of the 13F portfolio, value $78,331.

    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 461 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $20,111.

    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 333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,978.

    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).