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JONES FINANCIAL COMPANIES LLLP: UPS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 652,938 UPS 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 652,938 shares
    Change vs previous 13F -25,289 shares

    0.03% of the 13F portfolio, value $70,608,135.

    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 678,227 shares
    Change vs previous 13F +47,426 shares

    0.03% of the 13F portfolio, value $64,306,120.

    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 630,801 shares
    Change vs previous 13F +74,098 shares

    0.04% of the 13F portfolio, value $62,576,060.

    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 556,703 shares
    Change vs previous 13F +118,138 shares

    0.03% of the 13F portfolio, value $46,606,774.

    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 438,565 shares
    Change vs previous 13F +129,353 shares

    0.03% of the 13F portfolio, value $44,373,557.

    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 309,212 shares
    Change vs previous 13F +108,182 shares

    0.03% of the 13F portfolio, value $33,908,764.

    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 201,030 shares
    Change vs previous 13F +94,237 shares

    0.02% of the 13F portfolio, value $25,349,882.

    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 106,793 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,341,002.

    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).