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JONES FINANCIAL COMPANIES LLLP: QS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 85,956 QS 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 85,956 shares
    Change vs previous 13F +25,610 shares

    <0.01% of the 13F portfolio, value $618,045.

    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 60,346 shares
    Change vs previous 13F -1,829 shares

    <0.01% of the 13F portfolio, value $377,766.

    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 62,175 shares
    Change vs previous 13F +7,407 shares

    <0.01% of the 13F portfolio, value $647,864.

    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 54,768 shares
    Change vs previous 13F +41,674 shares

    <0.01% of the 13F portfolio, value $693,363.

    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 13,094 shares
    Change vs previous 13F +4,984 shares

    <0.01% of the 13F portfolio, value $86,682.

    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 8,110 shares
    Change vs previous 13F +3,712 shares

    <0.01% of the 13F portfolio, value $35,116.

    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 4,398 shares
    Change vs previous 13F +2,153 shares

    <0.01% of the 13F portfolio, value $22,826.

    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 2,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,492.

    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).