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JONES FINANCIAL COMPANIES LLLP: SOC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 7,509 SOC 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 7,509 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $55,266.

    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 7,607 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $140,349.

    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 7,372 shares
    Change vs previous 13F +6,123 shares

    <0.01% of the 13F portfolio, value $66,495.

    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 1,249 shares
    Change vs previous 13F +317 shares

    <0.01% of the 13F portfolio, value $24,668.

    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 932 shares
    Change vs previous 13F +532 shares

    <0.01% of the 13F portfolio, value $21,361.

    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 400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,364.

    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).