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JONES FINANCIAL COMPANIES LLLP: XLC position timeline

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

JONES FINANCIAL COMPANIES LLLP held 169,217 XLC 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 169,217 shares
    Change vs previous 13F +12,015 shares

    0.01% of the 13F portfolio, value $17,968,116.

    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 157,202 shares
    Change vs previous 13F +25,580 shares

    0.01% of the 13F portfolio, value $16,840,860.

    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 131,622 shares
    Change vs previous 13F +18,860 shares

    0.01% of the 13F portfolio, value $15,494,544.

    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 112,762 shares
    Change vs previous 13F +18,821 shares

    0.01% of the 13F portfolio, value $13,325,063.

    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 93,941 shares
    Change vs previous 13F +32,005 shares

    0.01% of the 13F portfolio, value $10,115,737.

    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 61,936 shares
    Change vs previous 13F +28,870 shares

    0.01% of the 13F portfolio, value $5,929,758.

    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 33,066 shares
    Change vs previous 13F +16,722 shares

    <0.01% of the 13F portfolio, value $3,201,144.

    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 16,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,471,164.

    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).