Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: SW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 252,112 SW 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 252,112 shares
    Change vs previous 13F +35,992 shares

    <0.01% of the 13F portfolio, value $11,844,157.

    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 216,120 shares
    Change vs previous 13F +212,530 shares

    <0.01% of the 13F portfolio, value $8,517,290.

    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 3,590 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $138,828.

    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 3,292 shares
    Change vs previous 13F -3,795 shares

    <0.01% of the 13F portfolio, value $138,727.

    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 7,087 shares
    Change vs previous 13F -2,283 shares

    <0.01% of the 13F portfolio, value $305,159.

    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 9,370 shares
    Change vs previous 13F +1,501 shares

    <0.01% of the 13F portfolio, value $417,062.

    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 7,869 shares
    Change vs previous 13F +3,473 shares

    <0.01% of the 13F portfolio, value $423,849.

    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 4,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,185.

    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).