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Disclosery

JONES FINANCIAL COMPANIES LLLP: UMMA position timeline

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

JONES FINANCIAL COMPANIES LLLP held 15,005 UMMA 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 15,005 shares
    Change vs previous 13F +2,809 shares

    <0.01% of the 13F portfolio, value $580,844.

    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 12,196 shares
    Change vs previous 13F +3,738 shares

    <0.01% of the 13F portfolio, value $362,989.

    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 8,458 shares
    Change vs previous 13F +4,447 shares

    <0.01% of the 13F portfolio, value $250,416.

    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 4,011 shares
    Change vs previous 13F +1,981 shares

    <0.01% of the 13F portfolio, value $108,850.

    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 2,030 shares
    Change vs previous 13F +909 shares

    <0.01% of the 13F portfolio, value $53,998.

    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 1,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,938.

    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).