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JONES FINANCIAL COMPANIES LLLP: SIZE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 31,076 SIZE 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 31,076 shares
    Change vs previous 13F -3,674 shares

    <0.01% of the 13F portfolio, value $5,508,221.

    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 34,750 shares
    Change vs previous 13F +7,941 shares

    <0.01% of the 13F portfolio, value $5,422,043.

    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 26,809 shares
    Change vs previous 13F +9,449 shares

    <0.01% of the 13F portfolio, value $4,331,530.

    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 17,360 shares
    Change vs previous 13F +6,635 shares

    <0.01% of the 13F portfolio, value $2,774,996.

    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 10,725 shares
    Change vs previous 13F +6,805 shares

    <0.01% of the 13F portfolio, value $1,647,360.

    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 3,920 shares
    Change vs previous 13F +3,805 shares

    <0.01% of the 13F portfolio, value $566,597.

    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 115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,078.

    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 115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,082.

    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).