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JONES FINANCIAL COMPANIES LLLP: TRP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 365,605 TRP 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 365,605 shares
    Change vs previous 13F +33,798 shares

    0.01% of the 13F portfolio, value $25,450,822.

    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 331,807 shares
    Change vs previous 13F +21,062 shares

    0.01% of the 13F portfolio, value $21,052,990.

    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 310,745 shares
    Change vs previous 13F +11,495 shares

    0.01% of the 13F portfolio, value $17,094,071.

    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 299,250 shares
    Change vs previous 13F +39,320 shares

    0.01% of the 13F portfolio, value $15,998,977.

    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 259,930 shares
    Change vs previous 13F +34,581 shares

    0.01% of the 13F portfolio, value $12,704,990.

    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 225,349 shares
    Change vs previous 13F +50,187 shares

    0.01% of the 13F portfolio, value $10,826,425.

    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 175,162 shares
    Change vs previous 13F +65,126 shares

    0.01% of the 13F portfolio, value $8,150,290.

    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 110,036 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,146,453.

    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).