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Disclosery

JONES FINANCIAL COMPANIES LLLP: SPLB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 90,908 SPLB 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 90,908 shares
    Change vs previous 13F +6,860 shares

    <0.01% of the 13F portfolio, value $2,049,074.

    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 84,048 shares
    Change vs previous 13F +2,208 shares

    <0.01% of the 13F portfolio, value $1,834,764.

    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 81,840 shares
    Change vs previous 13F +47,197 shares

    <0.01% of the 13F portfolio, value $1,847,947.

    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 34,643 shares
    Change vs previous 13F +15,483 shares

    <0.01% of the 13F portfolio, value $797,832.

    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 19,160 shares
    Change vs previous 13F -3,651 shares

    <0.01% of the 13F portfolio, value $428,414.

    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 22,811 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $512,559.

    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 22,419 shares
    Change vs previous 13F +18,730 shares

    <0.01% of the 13F portfolio, value $498,374.

    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 3,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $89,348.

    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).