Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: SHYG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 145,486 SHYG 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 145,486 shares
    Change vs previous 13F +25,592 shares

    <0.01% of the 13F portfolio, value $6,161,339.

    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 119,894 shares
    Change vs previous 13F +19,434 shares

    <0.01% of the 13F portfolio, value $5,022,365.

    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 100,460 shares
    Change vs previous 13F +14,315 shares

    <0.01% of the 13F portfolio, value $4,306,736.

    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 86,145 shares
    Change vs previous 13F +5,838 shares

    <0.01% of the 13F portfolio, value $3,725,771.

    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 80,307 shares
    Change vs previous 13F +16,457 shares

    <0.01% of the 13F portfolio, value $3,456,408.

    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 63,850 shares
    Change vs previous 13F -7,027 shares

    <0.01% of the 13F portfolio, value $2,714,914.

    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 70,877 shares
    Change vs previous 13F +40,053 shares

    <0.01% of the 13F portfolio, value $3,020,074.

    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 30,824 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,338,684.

    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).