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Disclosery

JONES FINANCIAL COMPANIES LLLP: PTLO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 79,969 PTLO 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 79,969 shares
    Change vs previous 13F +18,694 shares

    <0.01% of the 13F portfolio, value $379,053.

    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 61,275 shares
    Change vs previous 13F -18,930 shares

    <0.01% of the 13F portfolio, value $317,405.

    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 80,205 shares
    Change vs previous 13F +71,002 shares

    <0.01% of the 13F portfolio, value $364,131.

    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 9,203 shares
    Change vs previous 13F +2,318 shares

    <0.01% of the 13F portfolio, value $58,163.

    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 6,885 shares
    Change vs previous 13F +2,552 shares

    <0.01% of the 13F portfolio, value $79,384.

    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 4,333 shares
    Change vs previous 13F +506 shares

    <0.01% of the 13F portfolio, value $51,563.

    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 3,827 shares
    Change vs previous 13F +651 shares

    <0.01% of the 13F portfolio, value $35,974.

    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 3,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,923.

    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).