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JONES FINANCIAL COMPANIES LLLP: SWX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 48,818 SWX 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 48,818 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $4,439,004.

    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 48,668 shares
    Change vs previous 13F +1,583 shares

    <0.01% of the 13F portfolio, value $4,220,038.

    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 47,085 shares
    Change vs previous 13F +6,549 shares

    <0.01% of the 13F portfolio, value $3,767,780.

    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 40,536 shares
    Change vs previous 13F +7,111 shares

    <0.01% of the 13F portfolio, value $3,167,050.

    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 33,425 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $2,478,479.

    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 33,931 shares
    Change vs previous 13F +6,122 shares

    <0.01% of the 13F portfolio, value $2,475,523.

    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 27,809 shares
    Change vs previous 13F +10,500 shares

    <0.01% of the 13F portfolio, value $1,966,360.

    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 17,309 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,289,854.

    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).