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JONES FINANCIAL COMPANIES LLLP: SCHR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 999,811 SCHR 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 999,811 shares
    Change vs previous 13F +75,364 shares

    0.01% of the 13F portfolio, value $24,745,313.

    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 924,447 shares
    Change vs previous 13F +206,930 shares

    0.01% of the 13F portfolio, value $22,889,835.

    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 717,517 shares
    Change vs previous 13F +92,728 shares

    0.01% of the 13F portfolio, value $17,995,313.

    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 624,789 shares
    Change vs previous 13F +128,171 shares

    0.01% of the 13F portfolio, value $15,663,453.

    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 496,618 shares
    Change vs previous 13F +178,224 shares

    0.01% of the 13F portfolio, value $12,400,541.

    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 318,394 shares
    Change vs previous 13F +91,721 shares

    0.01% of the 13F portfolio, value $7,899,351.

    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 226,673 shares
    Change vs previous 13F +137,439 shares

    0.01% of the 13F portfolio, value $5,505,884.

    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 89,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,525,967.

    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).