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JONES FINANCIAL COMPANIES LLLP: UPST position timeline

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

JONES FINANCIAL COMPANIES LLLP held 40,997 UPST 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 40,997 shares
    Change vs previous 13F +2,721 shares

    <0.01% of the 13F portfolio, value $1,379,959.

    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 38,276 shares
    Change vs previous 13F +24,267 shares

    <0.01% of the 13F portfolio, value $948,097.

    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 14,009 shares
    Change vs previous 13F +3,044 shares

    <0.01% of the 13F portfolio, value $612,614.

    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 10,965 shares
    Change vs previous 13F +2,168 shares

    <0.01% of the 13F portfolio, value $628,843.

    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 8,797 shares
    Change vs previous 13F +2,047 shares

    <0.01% of the 13F portfolio, value $557,994.

    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 6,750 shares
    Change vs previous 13F +1,239 shares

    <0.01% of the 13F portfolio, value $319,208.

    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 5,511 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $339,312.

    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 5,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,302.

    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).