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JONES FINANCIAL COMPANIES LLLP: SSNC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 20,005 SSNC 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 20,005 shares
    Change vs previous 13F -216,060 shares

    <0.01% of the 13F portfolio, value $1,272,852.

    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 236,065 shares
    Change vs previous 13F +225,096 shares

    0.01% of the 13F portfolio, value $15,444,091.

    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 10,969 shares
    Change vs previous 13F +439 shares

    <0.01% of the 13F portfolio, value $958,938.

    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 10,530 shares
    Change vs previous 13F +1,902 shares

    <0.01% of the 13F portfolio, value $925,450.

    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 8,628 shares
    Change vs previous 13F +1,205 shares

    <0.01% of the 13F portfolio, value $706,209.

    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 7,423 shares
    Change vs previous 13F +1,102 shares

    <0.01% of the 13F portfolio, value $608,509.

    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 6,321 shares
    Change vs previous 13F +1,482 shares

    <0.01% of the 13F portfolio, value $479,035.

    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 4,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $357,754.

    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).