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JONES FINANCIAL COMPANIES LLLP: WTV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 80,812 WTV 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 80,812 shares
    Change vs previous 13F +21,311 shares

    <0.01% of the 13F portfolio, value $8,269,464.

    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 59,501 shares
    Change vs previous 13F +35,527 shares

    <0.01% of the 13F portfolio, value $5,563,363.

    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 23,974 shares
    Change vs previous 13F +19,019 shares

    <0.01% of the 13F portfolio, value $2,236,809.

    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 4,955 shares
    Change vs previous 13F +4,683 shares

    <0.01% of the 13F portfolio, value $450,806.

    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 272 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $23,373.

    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 230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,713.

    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).