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JONES FINANCIAL COMPANIES LLLP: TU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 136,810 TU 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 136,810 shares
    Change vs previous 13F -45,787 shares

    <0.01% of the 13F portfolio, value $1,518,587.

    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 182,597 shares
    Change vs previous 13F +58,129 shares

    <0.01% of the 13F portfolio, value $2,326,283.

    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 124,468 shares
    Change vs previous 13F -1,717 shares

    <0.01% of the 13F portfolio, value $1,639,247.

    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 126,185 shares
    Change vs previous 13F +18,520 shares

    <0.01% of the 13F portfolio, value $1,978,580.

    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 107,665 shares
    Change vs previous 13F +16,358 shares

    <0.01% of the 13F portfolio, value $1,704,336.

    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 91,307 shares
    Change vs previous 13F +43,063 shares

    <0.01% of the 13F portfolio, value $1,304,790.

    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 48,244 shares
    Change vs previous 13F +21,510 shares

    <0.01% of the 13F portfolio, value $654,185.

    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 26,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,330.

    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).