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JONES FINANCIAL COMPANIES LLLP: PSA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 53,889 PSA 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 53,889 shares
    Change vs previous 13F +3,790 shares

    0.01% of the 13F portfolio, value $17,478,998.

    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 50,099 shares
    Change vs previous 13F +7,816 shares

    0.01% of the 13F portfolio, value $13,328,515.

    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 42,283 shares
    Change vs previous 13F +1,189 shares

    0.01% of the 13F portfolio, value $10,972,452.

    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 41,094 shares
    Change vs previous 13F +6,814 shares

    0.01% of the 13F portfolio, value $11,765,851.

    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 34,280 shares
    Change vs previous 13F +6,672 shares

    0.01% of the 13F portfolio, value $9,938,547.

    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 27,608 shares
    Change vs previous 13F +8,374 shares

    0.01% of the 13F portfolio, value $8,129,121.

    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 19,234 shares
    Change vs previous 13F +6,706 shares

    0.01% of the 13F portfolio, value $5,759,447.

    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 12,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,471,039.

    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).