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JONES FINANCIAL COMPANIES LLLP: SPDW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 261,897 SPDW 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 261,897 shares
    Change vs previous 13F +54,300 shares

    0.01% of the 13F portfolio, value $13,064,345.

    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 207,597 shares
    Change vs previous 13F +73,764 shares

    <0.01% of the 13F portfolio, value $9,199,693.

    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 133,833 shares
    Change vs previous 13F +33,367 shares

    <0.01% of the 13F portfolio, value $5,943,526.

    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 100,466 shares
    Change vs previous 13F +6,644 shares

    <0.01% of the 13F portfolio, value $4,263,773.

    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 93,822 shares
    Change vs previous 13F +23,299 shares

    <0.01% of the 13F portfolio, value $3,788,538.

    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 70,523 shares
    Change vs previous 13F +14,444 shares

    <0.01% of the 13F portfolio, value $2,590,316.

    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 56,079 shares
    Change vs previous 13F +24,270 shares

    <0.01% of the 13F portfolio, value $1,913,982.

    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 31,809 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,199,835.

    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).