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JONES FINANCIAL COMPANIES LLLP: SCHH position timeline

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

JONES FINANCIAL COMPANIES LLLP held 478,950 SCHH 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 478,950 shares
    Change vs previous 13F +98,400 shares

    <0.01% of the 13F portfolio, value $11,600,169.

    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 380,550 shares
    Change vs previous 13F +58,999 shares

    <0.01% of the 13F portfolio, value $8,030,096.

    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 321,551 shares
    Change vs previous 13F +19,303 shares

    <0.01% of the 13F portfolio, value $6,717,200.

    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 302,248 shares
    Change vs previous 13F +22,860 shares

    <0.01% of the 13F portfolio, value $6,468,303.

    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 279,388 shares
    Change vs previous 13F +19,510 shares

    <0.01% of the 13F portfolio, value $5,864,568.

    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 259,878 shares
    Change vs previous 13F +10,321 shares

    <0.01% of the 13F portfolio, value $5,535,408.

    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 249,557 shares
    Change vs previous 13F +11,569 shares

    <0.01% of the 13F portfolio, value $5,255,670.

    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 237,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,476,113.

    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).