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JONES FINANCIAL COMPANIES LLLP: SU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 540,318 SU 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 540,318 shares
    Change vs previous 13F +7,384 shares

    0.01% of the 13F portfolio, value $29,122,559.

    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 532,934 shares
    Change vs previous 13F +421,502 shares

    0.02% of the 13F portfolio, value $35,524,060.

    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 111,432 shares
    Change vs previous 13F +5,598 shares

    <0.01% of the 13F portfolio, value $4,943,106.

    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 105,834 shares
    Change vs previous 13F +11,777 shares

    <0.01% of the 13F portfolio, value $4,509,307.

    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 94,057 shares
    Change vs previous 13F +9,453 shares

    <0.01% of the 13F portfolio, value $3,535,275.

    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 84,604 shares
    Change vs previous 13F +16,756 shares

    <0.01% of the 13F portfolio, value $3,244,467.

    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 67,848 shares
    Change vs previous 13F +31,366 shares

    <0.01% of the 13F portfolio, value $2,420,824.

    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 36,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,342,954.

    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).