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JONES FINANCIAL COMPANIES LLLP: UA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 331,169 UA 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 331,169 shares
    Change vs previous 13F +78,721 shares

    <0.01% of the 13F portfolio, value $2,003,572.

    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 252,448 shares
    Change vs previous 13F +129,444 shares

    <0.01% of the 13F portfolio, value $1,421,282.

    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 123,004 shares
    Change vs previous 13F +86,969 shares

    <0.01% of the 13F portfolio, value $590,421.

    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 36,035 shares
    Change vs previous 13F +1,432 shares

    <0.01% of the 13F portfolio, value $175,130.

    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 34,603 shares
    Change vs previous 13F +5,817 shares

    <0.01% of the 13F portfolio, value $228,034.

    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 28,786 shares
    Change vs previous 13F +7,769 shares

    <0.01% of the 13F portfolio, value $172,716.

    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 21,017 shares
    Change vs previous 13F +11,379 shares

    <0.01% of the 13F portfolio, value $156,787.

    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 9,638 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,056.

    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).