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JONES FINANCIAL COMPANIES LLLP: WFC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 4,142,748 WFC 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 4,142,748 shares
    Change vs previous 13F +931,193 shares

    0.14% of the 13F portfolio, value $347,302,641.

    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 3,211,555 shares
    Change vs previous 13F +2,299,780 shares

    0.12% of the 13F portfolio, value $248,093,494.

    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 911,775 shares
    Change vs previous 13F +86,043 shares

    0.05% of the 13F portfolio, value $84,977,447.

    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 825,732 shares
    Change vs previous 13F +110,520 shares

    0.05% of the 13F portfolio, value $70,124,261.

    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 715,212 shares
    Change vs previous 13F +174,092 shares

    0.04% of the 13F portfolio, value $56,889,710.

    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 541,120 shares
    Change vs previous 13F +129,079 shares

    0.03% of the 13F portfolio, value $38,271,923.

    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 412,041 shares
    Change vs previous 13F +144,153 shares

    0.03% of the 13F portfolio, value $28,941,739.

    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 267,888 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,983,149.

    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).