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Disclosery

JONES FINANCIAL COMPANIES LLLP: SPTM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 120,501 SPTM 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 120,501 shares
    Change vs previous 13F +43,029 shares

    <0.01% of the 13F portfolio, value $10,731,056.

    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 77,472 shares
    Change vs previous 13F +6,918 shares

    <0.01% of the 13F portfolio, value $5,988,283.

    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 70,554 shares
    Change vs previous 13F +18,607 shares

    <0.01% of the 13F portfolio, value $5,820,668.

    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 51,947 shares
    Change vs previous 13F +12,371 shares

    <0.01% of the 13F portfolio, value $4,164,057.

    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 39,576 shares
    Change vs previous 13F +11,478 shares

    <0.01% of the 13F portfolio, value $2,949,567.

    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 28,098 shares
    Change vs previous 13F +13,033 shares

    <0.01% of the 13F portfolio, value $1,899,120.

    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 15,065 shares
    Change vs previous 13F +5,838 shares

    <0.01% of the 13F portfolio, value $1,076,091.

    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 9,227 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $643,918.

    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).