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JONES FINANCIAL COMPANIES LLLP: SCHF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 9,888,149 SCHF 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 9,888,149 shares
    Change vs previous 13F +1,542,948 shares

    0.11% of the 13F portfolio, value $271,246,617.

    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 8,345,201 shares
    Change vs previous 13F +1,879,833 shares

    0.1% of the 13F portfolio, value $201,026,075.

    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 6,465,368 shares
    Change vs previous 13F +826,113 shares

    0.09% of the 13F portfolio, value $155,427,439.

    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 5,639,255 shares
    Change vs previous 13F +760,582 shares

    0.09% of the 13F portfolio, value $130,420,602.

    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 4,878,673 shares
    Change vs previous 13F +657,141 shares

    0.08% of the 13F portfolio, value $107,631,093.

    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 4,221,532 shares
    Change vs previous 13F +681,478 shares

    0.08% of the 13F portfolio, value $84,048,760.

    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 3,540,054 shares
    Change vs previous 13F +2,062,825 shares

    0.06% of the 13F portfolio, value $65,490,992.

    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 1,477,229 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $60,918,823.

    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).