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JONES FINANCIAL COMPANIES LLLP: RTO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 407,824 RTO 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 407,824 shares
    Change vs previous 13F -274,695 shares

    <0.01% of the 13F portfolio, value $11,798,339.

    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 682,519 shares
    Change vs previous 13F +678,210 shares

    0.01% of the 13F portfolio, value $20,857,802.

    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 4,309 shares
    Change vs previous 13F -5,151 shares

    <0.01% of the 13F portfolio, value $126,942.

    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 9,460 shares
    Change vs previous 13F -3,253 shares

    <0.01% of the 13F portfolio, value $233,653.

    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 12,713 shares
    Change vs previous 13F +639 shares

    <0.01% of the 13F portfolio, value $310,463.

    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 12,074 shares
    Change vs previous 13F +3,039 shares

    <0.01% of the 13F portfolio, value $276,374.

    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 9,035 shares
    Change vs previous 13F +2,446 shares

    <0.01% of the 13F portfolio, value $228,767.

    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 6,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $168,679.

    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).