Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: SHM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 25,405 SHM 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 25,405 shares
    Change vs previous 13F +6,113 shares

    <0.01% of the 13F portfolio, value $1,218,924.

    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 19,292 shares
    Change vs previous 13F +7,909 shares

    <0.01% of the 13F portfolio, value $921,946.

    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 11,383 shares
    Change vs previous 13F -1,710 shares

    <0.01% of the 13F portfolio, value $546,269.

    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 13,093 shares
    Change vs previous 13F +2,987 shares

    <0.01% of the 13F portfolio, value $631,211.

    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 10,106 shares
    Change vs previous 13F -5,012 shares

    <0.01% of the 13F portfolio, value $483,065.

    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 15,118 shares
    Change vs previous 13F +6,977 shares

    <0.01% of the 13F portfolio, value $718,703.

    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 8,141 shares
    Change vs previous 13F +2,785 shares

    <0.01% of the 13F portfolio, value $385,790.

    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 5,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,122.

    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).