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JONES FINANCIAL COMPANIES LLLP: UBS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 4,128,651 UBS 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 4,128,651 shares
    Change vs previous 13F +610,651 shares

    0.08% of the 13F portfolio, value $202,676,966.

    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 3,518,000 shares
    Change vs previous 13F +3,476,613 shares

    0.06% of the 13F portfolio, value $128,096,645.

    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 41,387 shares
    Change vs previous 13F +5,522 shares

    <0.01% of the 13F portfolio, value $1,916,645.

    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 35,865 shares
    Change vs previous 13F +1,698 shares

    <0.01% of the 13F portfolio, value $1,462,743.

    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 34,167 shares
    Change vs previous 13F +3,444 shares

    <0.01% of the 13F portfolio, value $1,143,191.

    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 30,723 shares
    Change vs previous 13F +8,700 shares

    <0.01% of the 13F portfolio, value $968,941.

    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 22,023 shares
    Change vs previous 13F +12,939 shares

    <0.01% of the 13F portfolio, value $667,727.

    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 9,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,693.

    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).