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JONES FINANCIAL COMPANIES LLLP: PPA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 265,171 PPA 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 265,171 shares
    Change vs previous 13F +36,674 shares

    0.02% of the 13F portfolio, value $45,487,363.

    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 228,497 shares
    Change vs previous 13F +51,633 shares

    0.02% of the 13F portfolio, value $37,560,589.

    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 176,864 shares
    Change vs previous 13F +35,437 shares

    0.02% of the 13F portfolio, value $27,702,229.

    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 141,427 shares
    Change vs previous 13F +32,843 shares

    0.01% of the 13F portfolio, value $21,574,732.

    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 108,584 shares
    Change vs previous 13F +28,916 shares

    0.01% of the 13F portfolio, value $15,262,522.

    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 79,668 shares
    Change vs previous 13F +36,681 shares

    0.01% of the 13F portfolio, value $9,297,199.

    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 42,987 shares
    Change vs previous 13F +19,547 shares

    <0.01% of the 13F portfolio, value $4,931,938.

    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 23,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,681,307.

    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).