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Disclosery

JONES FINANCIAL COMPANIES LLLP: SPHD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 221,602 SPHD 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 221,602 shares
    Change vs previous 13F +10,638 shares

    <0.01% of the 13F portfolio, value $11,459,027.

    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 210,964 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $10,356,213.

    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 210,889 shares
    Change vs previous 13F -1,522 shares

    0.01% of the 13F portfolio, value $10,122,667.

    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 212,411 shares
    Change vs previous 13F -6,872 shares

    0.01% of the 13F portfolio, value $10,410,562.

    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 219,283 shares
    Change vs previous 13F +52,604 shares

    0.01% of the 13F portfolio, value $10,361,331.

    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 166,679 shares
    Change vs previous 13F +53,309 shares

    0.01% of the 13F portfolio, value $8,268,947.

    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 113,370 shares
    Change vs previous 13F +50,577 shares

    0.01% of the 13F portfolio, value $5,476,896.

    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 62,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,164,127.

    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).