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Disclosery

JONES FINANCIAL COMPANIES LLLP: USRT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 94,706 USRT 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 94,706 shares
    Change vs previous 13F +9,585 shares

    <0.01% of the 13F portfolio, value $6,406,848.

    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 85,121 shares
    Change vs previous 13F +16,734 shares

    <0.01% of the 13F portfolio, value $4,948,951.

    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 68,387 shares
    Change vs previous 13F +8,639 shares

    <0.01% of the 13F portfolio, value $3,895,312.

    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 59,748 shares
    Change vs previous 13F +12,378 shares

    <0.01% of the 13F portfolio, value $3,481,683.

    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 47,370 shares
    Change vs previous 13F +7,311 shares

    <0.01% of the 13F portfolio, value $2,665,112.

    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 40,059 shares
    Change vs previous 13F +3,050 shares

    <0.01% of the 13F portfolio, value $2,286,974.

    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 37,009 shares
    Change vs previous 13F +14,760 shares

    <0.01% of the 13F portfolio, value $2,120,991.

    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 22,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,361,552.

    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).