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JONES FINANCIAL COMPANIES LLLP: PSI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 72,117 PSI 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 72,117 shares
    Change vs previous 13F +27,042 shares

    <0.01% of the 13F portfolio, value $12,128,600.

    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 45,075 shares
    Change vs previous 13F +12,053 shares

    <0.01% of the 13F portfolio, value $4,201,448.

    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 33,022 shares
    Change vs previous 13F +9,015 shares

    <0.01% of the 13F portfolio, value $2,604,080.

    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 24,007 shares
    Change vs previous 13F +2,419 shares

    <0.01% of the 13F portfolio, value $1,661,735.

    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 21,588 shares
    Change vs previous 13F +5,122 shares

    <0.01% of the 13F portfolio, value $1,294,420.

    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 16,466 shares
    Change vs previous 13F +5,563 shares

    <0.01% of the 13F portfolio, value $785,118.

    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 10,903 shares
    Change vs previous 13F +5,003 shares

    <0.01% of the 13F portfolio, value $631,519.

    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 5,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,692.

    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).