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JONES FINANCIAL COMPANIES LLLP: XLE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 913,890 XLE 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 913,890 shares
    Change vs previous 13F -16,560 shares

    0.02% of the 13F portfolio, value $49,202,134.

    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 930,450 shares
    Change vs previous 13F +378,124 shares

    0.03% of the 13F portfolio, value $58,204,946.

    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 552,326 shares
    Change vs previous 13F +306,390 shares

    0.02% of the 13F portfolio, value $24,694,476.

    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 245,936 shares
    Change vs previous 13F +36,683 shares

    0.02% of the 13F portfolio, value $22,617,200.

    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 209,253 shares
    Change vs previous 13F +49,191 shares

    0.01% of the 13F portfolio, value $17,847,672.

    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 160,062 shares
    Change vs previous 13F +49,723 shares

    0.01% of the 13F portfolio, value $14,799,534.

    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 110,339 shares
    Change vs previous 13F +61,729 shares

    0.01% of the 13F portfolio, value $9,451,653.

    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 48,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,240,010.

    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).