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JONES FINANCIAL COMPANIES LLLP: SDY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 536,116 SDY 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 536,116 shares
    Change vs previous 13F +49,920 shares

    0.03% of the 13F portfolio, value $82,059,447.

    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 486,196 shares
    Change vs previous 13F +29,084 shares

    0.03% of the 13F portfolio, value $70,255,245.

    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 457,112 shares
    Change vs previous 13F +30,285 shares

    0.04% of the 13F portfolio, value $63,611,657.

    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 426,827 shares
    Change vs previous 13F +45,543 shares

    0.04% of the 13F portfolio, value $59,492,316.

    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 381,284 shares
    Change vs previous 13F +49,650 shares

    0.04% of the 13F portfolio, value $51,587,368.

    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 331,634 shares
    Change vs previous 13F +74,616 shares

    0.04% of the 13F portfolio, value $44,587,439.

    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 257,018 shares
    Change vs previous 13F +67,494 shares

    0.03% of the 13F portfolio, value $33,952,019.

    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 189,524 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $26,867,433.

    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).