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Disclosery

JONES FINANCIAL COMPANIES LLLP: PUI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 42,181 PUI 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 42,181 shares
    Change vs previous 13F +6,202 shares

    <0.01% of the 13F portfolio, value $2,031,241.

    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 35,979 shares
    Change vs previous 13F +12,465 shares

    <0.01% of the 13F portfolio, value $1,686,909.

    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 23,514 shares
    Change vs previous 13F +9,815 shares

    <0.01% of the 13F portfolio, value $1,024,847.

    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 13,699 shares
    Change vs previous 13F +4,542 shares

    <0.01% of the 13F portfolio, value $623,771.

    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 9,157 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $380,802.

    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 9,172 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $371,652.

    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 8,461 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $327,306.

    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 8,325 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,238.

    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).