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Disclosery

JONES FINANCIAL COMPANIES LLLP: WLTH position timeline

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

JONES FINANCIAL COMPANIES LLLP held 37,198 WLTH 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 37,198 shares
    Change vs previous 13F +9,537 shares

    <0.01% of the 13F portfolio, value $326,970.

    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 27,661 shares
    Change vs previous 13F +27,658 shares

    <0.01% of the 13F portfolio, value $243,693.

    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 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41.

    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).