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JONES FINANCIAL COMPANIES LLLP: SUB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 255,556 SUB 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 255,556 shares
    Change vs previous 13F +42,258 shares

    0.01% of the 13F portfolio, value $27,193,821.

    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 213,298 shares
    Change vs previous 13F +77,097 shares

    0.01% of the 13F portfolio, value $22,699,212.

    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 136,201 shares
    Change vs previous 13F +12,805 shares

    0.01% of the 13F portfolio, value $14,532,635.

    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 123,396 shares
    Change vs previous 13F +40,376 shares

    0.01% of the 13F portfolio, value $13,173,768.

    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 83,020 shares
    Change vs previous 13F +46,376 shares

    0.01% of the 13F portfolio, value $8,825,000.

    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 36,644 shares
    Change vs previous 13F +12,745 shares

    <0.01% of the 13F portfolio, value $3,865,610.

    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 23,899 shares
    Change vs previous 13F +16,856 shares

    <0.01% of the 13F portfolio, value $2,520,889.

    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 7,043 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $748,682.

    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).