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JONES FINANCIAL COMPANIES LLLP: SPY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,036,683 SPY 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 1,036,683 shares
    Change vs previous 13F +75,528 shares

    0.3% of the 13F portfolio, value $761,169,898.

    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 961,155 shares
    Change vs previous 13F +86,439 shares

    0.3% of the 13F portfolio, value $614,482,158.

    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 874,716 shares
    Change vs previous 13F +60,049 shares

    0.36% of the 13F portfolio, value $596,530,567.

    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 814,667 shares
    Change vs previous 13F +41,050 shares

    0.37% of the 13F portfolio, value $540,585,339.

    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 773,617 shares
    Change vs previous 13F +89,713 shares

    0.36% of the 13F portfolio, value $476,666,271.

    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 683,904 shares
    Change vs previous 13F +76,504 shares

    0.34% of the 13F portfolio, value $381,210,314.

    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 607,400 shares
    Change vs previous 13F +79,093 shares

    0.34% of the 13F portfolio, value $355,985,099.

    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 528,307 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $302,654,935.

    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).