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Disclosery

JONES FINANCIAL COMPANIES LLLP: SOFI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 994,992 SOFI 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 994,992 shares
    Change vs previous 13F +190,775 shares

    0.01% of the 13F portfolio, value $17,790,455.

    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 804,217 shares
    Change vs previous 13F +232,010 shares

    0.01% of the 13F portfolio, value $12,248,224.

    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 572,207 shares
    Change vs previous 13F +113,504 shares

    0.01% of the 13F portfolio, value $14,980,377.

    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 458,703 shares
    Change vs previous 13F +60,676 shares

    0.01% of the 13F portfolio, value $12,834,508.

    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 398,027 shares
    Change vs previous 13F +93,890 shares

    0.01% of the 13F portfolio, value $6,838,104.

    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 304,137 shares
    Change vs previous 13F +87,076 shares

    <0.01% of the 13F portfolio, value $3,604,023.

    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 217,061 shares
    Change vs previous 13F +36,842 shares

    <0.01% of the 13F portfolio, value $3,342,739.

    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 180,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,432,741.

    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).