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JONES FINANCIAL COMPANIES LLLP: SPHQ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,968,361 SPHQ 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 2,968,361 shares
    Change vs previous 13F +500,704 shares

    0.1% of the 13F portfolio, value $257,802,167.

    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 2,467,657 shares
    Change vs previous 13F +339,434 shares

    0.09% of the 13F portfolio, value $182,878,005.

    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 2,128,223 shares
    Change vs previous 13F +290,336 shares

    0.1% of the 13F portfolio, value $159,727,295.

    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 1,837,887 shares
    Change vs previous 13F +261,985 shares

    0.09% of the 13F portfolio, value $133,669,525.

    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 1,575,902 shares
    Change vs previous 13F +382,298 shares

    0.08% of the 13F portfolio, value $111,589,597.

    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 1,193,604 shares
    Change vs previous 13F +427,386 shares

    0.07% of the 13F portfolio, value $78,443,670.

    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 766,218 shares
    Change vs previous 13F +305,990 shares

    0.05% of the 13F portfolio, value $51,359,572.

    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 460,228 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $30,904,300.

    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).