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JONES FINANCIAL COMPANIES LLLP: TAXF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 25,595 TAXF 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 25,595 shares
    Change vs previous 13F +14,995 shares

    <0.01% of the 13F portfolio, value $1,299,458.

    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 10,600 shares
    Change vs previous 13F +3,702 shares

    <0.01% of the 13F portfolio, value $528,622.

    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 6,898 shares
    Change vs previous 13F +3,769 shares

    <0.01% of the 13F portfolio, value $347,521.

    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 3,129 shares
    Change vs previous 13F +796 shares

    <0.01% of the 13F portfolio, value $156,794.

    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 2,333 shares
    Change vs previous 13F +2,187 shares

    <0.01% of the 13F portfolio, value $114,060.

    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 146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,220.

    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).