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Disclosery

JONES FINANCIAL COMPANIES LLLP: PTRB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 479,567 PTRB 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 479,567 shares
    Change vs previous 13F +119,942 shares

    0.01% of the 13F portfolio, value $20,036,294.

    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 359,625 shares
    Change vs previous 13F +63,098 shares

    0.01% of the 13F portfolio, value $14,874,085.

    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 296,527 shares
    Change vs previous 13F +64,148 shares

    0.01% of the 13F portfolio, value $12,465,994.

    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 232,379 shares
    Change vs previous 13F +53,101 shares

    0.01% of the 13F portfolio, value $9,794,785.

    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 179,278 shares
    Change vs previous 13F +60,111 shares

    0.01% of the 13F portfolio, value $7,469,955.

    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 119,167 shares
    Change vs previous 13F +53,831 shares

    <0.01% of the 13F portfolio, value $4,962,133.

    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 65,336 shares
    Change vs previous 13F +49,920 shares

    <0.01% of the 13F portfolio, value $2,676,164.

    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 15,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $662,433.

    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).