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JONES FINANCIAL COMPANIES LLLP: SWK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 127,849 SWK 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 127,849 shares
    Change vs previous 13F +16,203 shares

    <0.01% of the 13F portfolio, value $11,762,599.

    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 111,646 shares
    Change vs previous 13F +13,738 shares

    <0.01% of the 13F portfolio, value $7,688,450.

    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 97,908 shares
    Change vs previous 13F +7,197 shares

    <0.01% of the 13F portfolio, value $7,272,584.

    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 90,711 shares
    Change vs previous 13F +6,390 shares

    <0.01% of the 13F portfolio, value $6,699,064.

    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 84,321 shares
    Change vs previous 13F +7,631 shares

    <0.01% of the 13F portfolio, value $5,704,348.

    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 76,690 shares
    Change vs previous 13F +12,551 shares

    0.01% of the 13F portfolio, value $5,861,569.

    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 64,139 shares
    Change vs previous 13F +22,156 shares

    <0.01% of the 13F portfolio, value $5,149,733.

    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 41,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,606,465.

    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).