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JONES FINANCIAL COMPANIES LLLP: SYLD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 16,955 SYLD 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 16,955 shares
    Change vs previous 13F -1,977 shares

    <0.01% of the 13F portfolio, value $1,359,999.

    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 18,932 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $1,410,613.

    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 18,951 shares
    Change vs previous 13F -3,696 shares

    <0.01% of the 13F portfolio, value $1,317,497.

    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 22,647 shares
    Change vs previous 13F +2,956 shares

    <0.01% of the 13F portfolio, value $1,562,618.

    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 19,691 shares
    Change vs previous 13F -1,807 shares

    <0.01% of the 13F portfolio, value $1,282,064.

    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 21,498 shares
    Change vs previous 13F +2,131 shares

    <0.01% of the 13F portfolio, value $1,367,300.

    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 19,367 shares
    Change vs previous 13F +8,182 shares

    <0.01% of the 13F portfolio, value $1,326,068.

    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 11,185 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $807,703.

    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).