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JONES FINANCIAL COMPANIES LLLP: TER position timeline

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

JONES FINANCIAL COMPANIES LLLP held 30,670 TER 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 30,670 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $13,398,741.

    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 30,856 shares
    Change vs previous 13F +14,913 shares

    <0.01% of the 13F portfolio, value $9,121,289.

    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 15,943 shares
    Change vs previous 13F -398 shares

    <0.01% of the 13F portfolio, value $3,085,920.

    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 16,341 shares
    Change vs previous 13F +2,784 shares

    <0.01% of the 13F portfolio, value $2,211,077.

    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 13,557 shares
    Change vs previous 13F +8,419 shares

    <0.01% of the 13F portfolio, value $1,224,898.

    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 5,138 shares
    Change vs previous 13F +1,863 shares

    <0.01% of the 13F portfolio, value $425,319.

    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 3,275 shares
    Change vs previous 13F +904 shares

    <0.01% of the 13F portfolio, value $412,390.

    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 2,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,234.

    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).