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JONES FINANCIAL COMPANIES LLLP: XLB position timeline

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

JONES FINANCIAL COMPANIES LLLP held 149,546 XLB 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 149,546 shares
    Change vs previous 13F -51,213 shares

    <0.01% of the 13F portfolio, value $7,716,580.

    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 200,759 shares
    Change vs previous 13F +115,700 shares

    <0.01% of the 13F portfolio, value $9,819,123.

    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 85,059 shares
    Change vs previous 13F +46,535 shares

    <0.01% of the 13F portfolio, value $3,857,442.

    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 38,524 shares
    Change vs previous 13F +5,517 shares

    <0.01% of the 13F portfolio, value $3,423,150.

    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 33,007 shares
    Change vs previous 13F +6,586 shares

    <0.01% of the 13F portfolio, value $2,900,887.

    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 26,421 shares
    Change vs previous 13F +6,728 shares

    <0.01% of the 13F portfolio, value $2,249,729.

    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 19,693 shares
    Change vs previous 13F +6,648 shares

    <0.01% of the 13F portfolio, value $1,656,958.

    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 13,045 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,263,447.

    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).