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Disclosery

JONES FINANCIAL COMPANIES LLLP: SPTI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 88,502 SPTI 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 88,502 shares
    Change vs previous 13F +34,804 shares

    <0.01% of the 13F portfolio, value $2,520,541.

    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 53,698 shares
    Change vs previous 13F -9,606 shares

    <0.01% of the 13F portfolio, value $1,528,771.

    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 63,304 shares
    Change vs previous 13F +27,281 shares

    <0.01% of the 13F portfolio, value $1,825,673.

    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 36,023 shares
    Change vs previous 13F +1,731 shares

    <0.01% of the 13F portfolio, value $1,038,899.

    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 34,292 shares
    Change vs previous 13F +2,724 shares

    <0.01% of the 13F portfolio, value $984,173.

    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 31,568 shares
    Change vs previous 13F +15,355 shares

    <0.01% of the 13F portfolio, value $900,322.

    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 16,213 shares
    Change vs previous 13F +4,306 shares

    <0.01% of the 13F portfolio, value $452,018.

    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 11,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,970.

    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).