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Disclosery

JONES FINANCIAL COMPANIES LLLP: PSDM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 138,075 PSDM 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 138,075 shares
    Change vs previous 13F +67,133 shares

    <0.01% of the 13F portfolio, value $7,058,945.

    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 70,942 shares
    Change vs previous 13F +39,793 shares

    <0.01% of the 13F portfolio, value $3,618,042.

    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 31,149 shares
    Change vs previous 13F +20,569 shares

    <0.01% of the 13F portfolio, value $1,603,239.

    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 10,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $544,976.

    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).