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JONES FINANCIAL COMPANIES LLLP: TAP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 84,140 TAP 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 84,140 shares
    Change vs previous 13F -5,950 shares

    <0.01% of the 13F portfolio, value $3,487,829.

    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 90,090 shares
    Change vs previous 13F -5,188 shares

    <0.01% of the 13F portfolio, value $3,909,691.

    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 95,278 shares
    Change vs previous 13F -11,005 shares

    <0.01% of the 13F portfolio, value $4,447,578.

    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 106,283 shares
    Change vs previous 13F -995 shares

    <0.01% of the 13F portfolio, value $4,764,938.

    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 107,278 shares
    Change vs previous 13F +6,700 shares

    <0.01% of the 13F portfolio, value $5,089,959.

    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 100,578 shares
    Change vs previous 13F +18,887 shares

    0.01% of the 13F portfolio, value $6,088,320.

    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 81,691 shares
    Change vs previous 13F +34,666 shares

    <0.01% of the 13F portfolio, value $4,682,546.

    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 47,025 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,673,140.

    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).