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JONES FINANCIAL COMPANIES LLLP: WDC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 238,507 WDC 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 238,507 shares
    Change vs previous 13F +26,019 shares

    0.06% of the 13F portfolio, value $139,974,804.

    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 212,488 shares
    Change vs previous 13F +197,897 shares

    0.03% of the 13F portfolio, value $58,503,500.

    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 14,591 shares
    Change vs previous 13F +8,690 shares

    <0.01% of the 13F portfolio, value $2,513,572.

    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 5,901 shares
    Change vs previous 13F +1,736 shares

    <0.01% of the 13F portfolio, value $631,994.

    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 4,165 shares
    Change vs previous 13F +2,102 shares

    <0.01% of the 13F portfolio, value $263,604.

    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 2,063 shares
    Change vs previous 13F +459 shares

    <0.01% of the 13F portfolio, value $83,782.

    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 1,604 shares
    Change vs previous 13F +680 shares

    <0.01% of the 13F portfolio, value $95,634.

    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 924 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,077.

    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).