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JONES FINANCIAL COMPANIES LLLP: QUAL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 479,253 QUAL 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 479,253 shares
    Change vs previous 13F +46,355 shares

    0.04% of the 13F portfolio, value $102,397,528.

    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 432,898 shares
    Change vs previous 13F +75,575 shares

    0.04% of the 13F portfolio, value $81,082,035.

    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 357,323 shares
    Change vs previous 13F +28,105 shares

    0.04% of the 13F portfolio, value $70,971,447.

    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 329,218 shares
    Change vs previous 13F +41,655 shares

    0.04% of the 13F portfolio, value $63,407,517.

    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 287,563 shares
    Change vs previous 13F +47,135 shares

    0.04% of the 13F portfolio, value $52,218,632.

    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 240,428 shares
    Change vs previous 13F +58,758 shares

    0.04% of the 13F portfolio, value $40,778,934.

    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 181,670 shares
    Change vs previous 13F +62,110 shares

    0.03% of the 13F portfolio, value $32,351,722.

    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 119,560 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $21,364,221.

    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).