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JONES FINANCIAL COMPANIES LLLP: SOXX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 215,914 SOXX 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 215,914 shares
    Change vs previous 13F +33,135 shares

    0.05% of the 13F portfolio, value $127,376,112.

    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 182,779 shares
    Change vs previous 13F +27,516 shares

    0.03% of the 13F portfolio, value $59,125,265.

    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 155,263 shares
    Change vs previous 13F +21,526 shares

    0.03% of the 13F portfolio, value $46,757,497.

    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 133,737 shares
    Change vs previous 13F +16,592 shares

    0.02% of the 13F portfolio, value $35,952,531.

    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 117,145 shares
    Change vs previous 13F +27,179 shares

    0.02% of the 13F portfolio, value $27,981,161.

    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 89,966 shares
    Change vs previous 13F +11,487 shares

    0.02% of the 13F portfolio, value $16,974,665.

    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 78,479 shares
    Change vs previous 13F +29,747 shares

    0.02% of the 13F portfolio, value $16,911,482.

    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 48,732 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,339,043.

    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).