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JONES FINANCIAL COMPANIES LLLP: REET position timeline

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

JONES FINANCIAL COMPANIES LLLP held 148,174 REET 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 148,174 shares
    Change vs previous 13F +32,537 shares

    <0.01% of the 13F portfolio, value $4,163,695.

    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 115,637 shares
    Change vs previous 13F +25,630 shares

    <0.01% of the 13F portfolio, value $2,856,225.

    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 90,007 shares
    Change vs previous 13F +10,316 shares

    <0.01% of the 13F portfolio, value $2,245,683.

    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 79,691 shares
    Change vs previous 13F +17,746 shares

    <0.01% of the 13F portfolio, value $2,024,151.

    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 61,945 shares
    Change vs previous 13F +20,192 shares

    <0.01% of the 13F portfolio, value $1,522,607.

    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 41,753 shares
    Change vs previous 13F +6,389 shares

    <0.01% of the 13F portfolio, value $1,007,503.

    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 35,364 shares
    Change vs previous 13F +6,129 shares

    <0.01% of the 13F portfolio, value $847,681.

    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 29,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $778,819.

    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).