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Disclosery

JONES FINANCIAL COMPANIES LLLP: SWBI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 19,658 SWBI 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 19,658 shares
    Change vs previous 13F +2,249 shares

    <0.01% of the 13F portfolio, value $299,384.

    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 17,409 shares
    Change vs previous 13F +3,655 shares

    <0.01% of the 13F portfolio, value $255,223.

    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 13,754 shares
    Change vs previous 13F +3,123 shares

    <0.01% of the 13F portfolio, value $135,749.

    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 10,631 shares
    Change vs previous 13F +3,142 shares

    <0.01% of the 13F portfolio, value $103,119.

    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 7,489 shares
    Change vs previous 13F +1,143 shares

    <0.01% of the 13F portfolio, value $64,853.

    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 6,346 shares
    Change vs previous 13F +1,413 shares

    <0.01% of the 13F portfolio, value $59,335.

    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 4,933 shares
    Change vs previous 13F +3,476 shares

    <0.01% of the 13F portfolio, value $49,845.

    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 1,457 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,990.

    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).