Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: WMS position timeline

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

JONES FINANCIAL COMPANIES LLLP held 22,943 WMS 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 22,943 shares
    Change vs previous 13F +19,321 shares

    <0.01% of the 13F portfolio, value $3,544,683.

    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 3,622 shares
    Change vs previous 13F +1,650 shares

    <0.01% of the 13F portfolio, value $480,641.

    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 1,972 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $285,621.

    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 2,104 shares
    Change vs previous 13F -3,210 shares

    <0.01% of the 13F portfolio, value $289,072.

    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 5,314 shares
    Change vs previous 13F -7,369 shares

    <0.01% of the 13F portfolio, value $616,223.

    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 12,683 shares
    Change vs previous 13F +2,126 shares

    <0.01% of the 13F portfolio, value $1,372,443.

    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 10,557 shares
    Change vs previous 13F +2,219 shares

    <0.01% of the 13F portfolio, value $1,220,399.

    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 8,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,336,344.

    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).