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JONES FINANCIAL COMPANIES LLLP: USFR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 422,438 USFR 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 422,438 shares
    Change vs previous 13F +30,559 shares

    0.01% of the 13F portfolio, value $21,265,529.

    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 391,879 shares
    Change vs previous 13F +99,310 shares

    0.01% of the 13F portfolio, value $19,723,270.

    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 292,569 shares
    Change vs previous 13F +15,260 shares

    0.01% of the 13F portfolio, value $14,722,072.

    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 277,309 shares
    Change vs previous 13F -54,433 shares

    0.01% of the 13F portfolio, value $13,937,550.

    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 331,742 shares
    Change vs previous 13F +63,546 shares

    0.01% of the 13F portfolio, value $16,686,623.

    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 268,196 shares
    Change vs previous 13F +85,628 shares

    0.01% of the 13F portfolio, value $13,495,623.

    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 182,568 shares
    Change vs previous 13F +50,972 shares

    0.01% of the 13F portfolio, value $9,186,822.

    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 131,596 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,610,067.

    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).