Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: PWZ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 123,367 PWZ 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 123,367 shares
    Change vs previous 13F +3,237 shares

    <0.01% of the 13F portfolio, value $3,020,036.

    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 120,130 shares
    Change vs previous 13F +43,159 shares

    <0.01% of the 13F portfolio, value $2,850,676.

    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 76,971 shares
    Change vs previous 13F +26,652 shares

    <0.01% of the 13F portfolio, value $1,859,611.

    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 50,319 shares
    Change vs previous 13F +7,981 shares

    <0.01% of the 13F portfolio, value $1,201,109.

    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 42,338 shares
    Change vs previous 13F +28,780 shares

    <0.01% of the 13F portfolio, value $985,203.

    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 13,558 shares
    Change vs previous 13F +4,448 shares

    <0.01% of the 13F portfolio, value $322,958.

    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 9,110 shares
    Change vs previous 13F +4,245 shares

    <0.01% of the 13F portfolio, value $225,026.

    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 4,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $122,794.

    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).