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JONES FINANCIAL COMPANIES LLLP: WPM position timeline

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

JONES FINANCIAL COMPANIES LLLP held 73,755 WPM 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 73,755 shares
    Change vs previous 13F +25,062 shares

    <0.01% of the 13F portfolio, value $8,357,677.

    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 48,693 shares
    Change vs previous 13F +18,418 shares

    <0.01% of the 13F portfolio, value $6,072,076.

    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 30,275 shares
    Change vs previous 13F +5,467 shares

    <0.01% of the 13F portfolio, value $3,557,907.

    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 24,808 shares
    Change vs previous 13F +5,125 shares

    <0.01% of the 13F portfolio, value $2,705,118.

    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 19,683 shares
    Change vs previous 13F +11,496 shares

    <0.01% of the 13F portfolio, value $1,718,882.

    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 8,187 shares
    Change vs previous 13F +4,572 shares

    <0.01% of the 13F portfolio, value $629,057.

    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 3,615 shares
    Change vs previous 13F +1,464 shares

    <0.01% of the 13F portfolio, value $203,286.

    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 2,151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,307.

    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).