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JONES FINANCIAL COMPANIES LLLP: STAG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 416,857 STAG 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 416,857 shares
    Change vs previous 13F +36,098 shares

    0.01% of the 13F portfolio, value $16,432,303.

    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 380,759 shares
    Change vs previous 13F +368,644 shares

    0.01% of the 13F portfolio, value $13,741,601.

    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 12,115 shares
    Change vs previous 13F +3,425 shares

    <0.01% of the 13F portfolio, value $445,331.

    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 8,690 shares
    Change vs previous 13F +958 shares

    <0.01% of the 13F portfolio, value $303,541.

    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 7,732 shares
    Change vs previous 13F +504 shares

    <0.01% of the 13F portfolio, value $279,880.

    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 7,228 shares
    Change vs previous 13F +2,651 shares

    <0.01% of the 13F portfolio, value $257,235.

    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 4,577 shares
    Change vs previous 13F +3,364 shares

    <0.01% of the 13F portfolio, value $154,778.

    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 1,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,598.

    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).