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JONES FINANCIAL COMPANIES LLLP: WBS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 475,050 WBS 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 475,050 shares
    Change vs previous 13F -13,879 shares

    0.01% of the 13F portfolio, value $35,913,944.

    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 488,929 shares
    Change vs previous 13F +487,852 shares

    0.02% of the 13F portfolio, value $33,281,675.

    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 1,077 shares
    Change vs previous 13F -245 shares

    <0.01% of the 13F portfolio, value $67,761.

    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 1,322 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $79,058.

    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 1,066 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $58,385.

    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 736 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $37,570.

    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 738 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $40,759.

    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 864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,086.

    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).