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JONES FINANCIAL COMPANIES LLLP: UL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,231,031 UL 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 1,231,031 shares
    Change vs previous 13F +35,645 shares

    0.03% of the 13F portfolio, value $74,538,385.

    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 1,195,386 shares
    Change vs previous 13F +1,126,402 shares

    0.03% of the 13F portfolio, value $70,967,729.

    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 68,984 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,511,554.

    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).