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Disclosery

JONES FINANCIAL COMPANIES LLLP: TOTL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 143,956 TOTL 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 143,956 shares
    Change vs previous 13F +5,373 shares

    <0.01% of the 13F portfolio, value $5,689,122.

    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 138,583 shares
    Change vs previous 13F +9,996 shares

    <0.01% of the 13F portfolio, value $5,468,504.

    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 128,587 shares
    Change vs previous 13F +29,375 shares

    <0.01% of the 13F portfolio, value $5,175,642.

    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 99,212 shares
    Change vs previous 13F +21,464 shares

    <0.01% of the 13F portfolio, value $4,019,073.

    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 77,748 shares
    Change vs previous 13F +25,755 shares

    <0.01% of the 13F portfolio, value $3,108,365.

    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 51,993 shares
    Change vs previous 13F +22,582 shares

    <0.01% of the 13F portfolio, value $2,091,158.

    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 29,411 shares
    Change vs previous 13F +3,070 shares

    <0.01% of the 13F portfolio, value $1,158,514.

    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 26,341 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,093,153.

    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).