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JONES FINANCIAL COMPANIES LLLP: WEC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 294,454 WEC 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 294,454 shares
    Change vs previous 13F +30,194 shares

    0.01% of the 13F portfolio, value $34,990,214.

    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 264,260 shares
    Change vs previous 13F +238,591 shares

    0.01% of the 13F portfolio, value $30,221,620.

    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 25,669 shares
    Change vs previous 13F +2,418 shares

    <0.01% of the 13F portfolio, value $2,707,085.

    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 23,251 shares
    Change vs previous 13F +6,421 shares

    <0.01% of the 13F portfolio, value $2,625,106.

    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 16,830 shares
    Change vs previous 13F +2,417 shares

    <0.01% of the 13F portfolio, value $1,736,353.

    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 14,413 shares
    Change vs previous 13F +3,541 shares

    <0.01% of the 13F portfolio, value $1,551,062.

    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 10,872 shares
    Change vs previous 13F +3,181 shares

    <0.01% of the 13F portfolio, value $1,022,388.

    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 7,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $733,349.

    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).