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JONES FINANCIAL COMPANIES LLLP: WM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 534,667 WM 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 534,667 shares
    Change vs previous 13F -77,382 shares

    0.05% of the 13F portfolio, value $120,579,431.

    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 612,049 shares
    Change vs previous 13F +563,959 shares

    0.07% of the 13F portfolio, value $137,754,780.

    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 48,090 shares
    Change vs previous 13F +11,309 shares

    0.01% of the 13F portfolio, value $10,565,785.

    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 36,781 shares
    Change vs previous 13F +6,512 shares

    0.01% of the 13F portfolio, value $8,046,175.

    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 30,269 shares
    Change vs previous 13F +10,224 shares

    0.01% of the 13F portfolio, value $6,909,557.

    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 20,045 shares
    Change vs previous 13F +5,791 shares

    <0.01% of the 13F portfolio, value $4,570,431.

    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 14,254 shares
    Change vs previous 13F +7,342 shares

    <0.01% of the 13F portfolio, value $2,876,330.

    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 6,912 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,421,988.

    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).