Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: WMB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,219,980 WMB 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 1,219,980 shares
    Change vs previous 13F +268,145 shares

    0.04% of the 13F portfolio, value $95,056,543.

    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 951,835 shares
    Change vs previous 13F +849,623 shares

    0.03% of the 13F portfolio, value $70,035,146.

    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 102,212 shares
    Change vs previous 13F +20,309 shares

    <0.01% of the 13F portfolio, value $6,143,933.

    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 81,903 shares
    Change vs previous 13F +20,193 shares

    <0.01% of the 13F portfolio, value $5,241,819.

    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 61,710 shares
    Change vs previous 13F +12,031 shares

    <0.01% of the 13F portfolio, value $3,867,540.

    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 49,679 shares
    Change vs previous 13F +7,309 shares

    <0.01% of the 13F portfolio, value $2,941,164.

    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 42,370 shares
    Change vs previous 13F +7,767 shares

    <0.01% of the 13F portfolio, value $2,293,069.

    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 34,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,563,411.

    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).