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JONES FINANCIAL COMPANIES LLLP: PR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 421,153 PR 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 421,153 shares
    Change vs previous 13F +24,489 shares

    <0.01% of the 13F portfolio, value $7,883,925.

    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 396,664 shares
    Change vs previous 13F +357,775 shares

    <0.01% of the 13F portfolio, value $8,587,717.

    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 38,889 shares
    Change vs previous 13F +4,454 shares

    <0.01% of the 13F portfolio, value $545,617.

    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 34,435 shares
    Change vs previous 13F -5,482 shares

    <0.01% of the 13F portfolio, value $470,885.

    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 39,917 shares
    Change vs previous 13F +7,005 shares

    <0.01% of the 13F portfolio, value $548,454.

    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 32,912 shares
    Change vs previous 13F +3,281 shares

    <0.01% of the 13F portfolio, value $452,541.

    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 29,631 shares
    Change vs previous 13F +7,958 shares

    <0.01% of the 13F portfolio, value $426,091.

    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 21,673 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,803.

    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).