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Disclosery

JONES FINANCIAL COMPANIES LLLP: QQQE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 83,403 QQQE 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 83,403 shares
    Change vs previous 13F +12,466 shares

    <0.01% of the 13F portfolio, value $9,898,296.

    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 70,937 shares
    Change vs previous 13F +6,826 shares

    <0.01% of the 13F portfolio, value $6,831,240.

    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 64,111 shares
    Change vs previous 13F +13,792 shares

    <0.01% of the 13F portfolio, value $6,559,217.

    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 +7,483 shares

    <0.01% of the 13F portfolio, value $5,083,233.

    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 42,836 shares
    Change vs previous 13F +3,491 shares

    <0.01% of the 13F portfolio, value $4,176,909.

    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 39,345 shares
    Change vs previous 13F +8,406 shares

    <0.01% of the 13F portfolio, value $3,430,498.

    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 30,939 shares
    Change vs previous 13F +24,040 shares

    <0.01% of the 13F portfolio, value $2,777,370.

    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 6,899 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $623,435.

    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).