Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: SHAK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 11,857 SHAK 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 11,857 shares
    Change vs previous 13F +2,681 shares

    <0.01% of the 13F portfolio, value $674,308.

    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 9,176 shares
    Change vs previous 13F +7,401 shares

    <0.01% of the 13F portfolio, value $746,192.

    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 1,775 shares
    Change vs previous 13F -1,250 shares

    <0.01% of the 13F portfolio, value $144,077.

    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 3,025 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $279,510.

    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 1,902 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $263,389.

    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 1,476 shares
    Change vs previous 13F +1,418 shares

    <0.01% of the 13F portfolio, value $130,154.

    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 58 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $7,528.

    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 48 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,026.

    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).