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JONES FINANCIAL COMPANIES LLLP: WMT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,108,692 WMT 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 2,108,692 shares
    Change vs previous 13F +628,052 shares

    0.1% of the 13F portfolio, value $243,865,823.

    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 1,480,640 shares
    Change vs previous 13F +613,027 shares

    0.09% of the 13F portfolio, value $182,011,196.

    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 867,613 shares
    Change vs previous 13F +149,516 shares

    0.06% of the 13F portfolio, value $96,685,817.

    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 718,097 shares
    Change vs previous 13F +130,160 shares

    0.05% of the 13F portfolio, value $74,075,525.

    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 587,937 shares
    Change vs previous 13F +126,131 shares

    0.04% of the 13F portfolio, value $57,209,595.

    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 461,806 shares
    Change vs previous 13F +133,134 shares

    0.04% of the 13F portfolio, value $39,418,518.

    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 328,672 shares
    Change vs previous 13F +107,576 shares

    0.03% of the 13F portfolio, value $29,695,473.

    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 221,096 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,676,765.

    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).