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Disclosery

JONES FINANCIAL COMPANIES LLLP: VRSK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 351,265 VRSK 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 351,265 shares
    Change vs previous 13F +240,574 shares

    0.03% of the 13F portfolio, value $63,992,994.

    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 110,691 shares
    Change vs previous 13F +104,422 shares

    0.01% of the 13F portfolio, value $20,229,810.

    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 6,269 shares
    Change vs previous 13F -1,133 shares

    <0.01% of the 13F portfolio, value $1,402,237.

    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 7,402 shares
    Change vs previous 13F +142 shares

    <0.01% of the 13F portfolio, value $1,829,689.

    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 7,260 shares
    Change vs previous 13F -4,973 shares

    <0.01% of the 13F portfolio, value $2,241,442.

    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 12,233 shares
    Change vs previous 13F +361 shares

    <0.01% of the 13F portfolio, value $3,604,135.

    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 11,872 shares
    Change vs previous 13F +2,999 shares

    <0.01% of the 13F portfolio, value $3,270,017.

    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 8,873 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,345,240.

    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).