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Disclosery

JONES FINANCIAL COMPANIES LLLP: XLF position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,015,206 XLF 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 1,015,206 shares
    Change vs previous 13F +74,810 shares

    0.02% of the 13F portfolio, value $54,384,991.

    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 940,396 shares
    Change vs previous 13F +74,547 shares

    0.02% of the 13F portfolio, value $44,999,493.

    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 865,849 shares
    Change vs previous 13F +73,858 shares

    0.03% of the 13F portfolio, value $47,422,569.

    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 791,991 shares
    Change vs previous 13F +138,072 shares

    0.03% of the 13F portfolio, value $42,656,736.

    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 653,919 shares
    Change vs previous 13F +139,734 shares

    0.03% of the 13F portfolio, value $33,970,284.

    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 514,185 shares
    Change vs previous 13F +213,526 shares

    0.02% of the 13F portfolio, value $25,310,288.

    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 300,659 shares
    Change vs previous 13F +148,765 shares

    0.01% of the 13F portfolio, value $14,530,824.

    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 151,894 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,860,887.

    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).