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Disclosery

JONES FINANCIAL COMPANIES LLLP: TREX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 19,602 TREX 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 19,602 shares
    Change vs previous 13F +1,341 shares

    <0.01% of the 13F portfolio, value $974,611.

    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 18,261 shares
    Change vs previous 13F +12,498 shares

    <0.01% of the 13F portfolio, value $648,996.

    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 5,763 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $202,166.

    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 6,596 shares
    Change vs previous 13F +3,162 shares

    <0.01% of the 13F portfolio, value $338,243.

    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 3,434 shares
    Change vs previous 13F +2,131 shares

    <0.01% of the 13F portfolio, value $188,439.

    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 1,303 shares
    Change vs previous 13F +329 shares

    <0.01% of the 13F portfolio, value $74,675.

    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 974 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $67,235.

    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 704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,795.

    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).