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JONES FINANCIAL COMPANIES LLLP: XLI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 281,240 XLI 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 281,240 shares
    Change vs previous 13F +33,481 shares

    0.02% of the 13F portfolio, value $50,973,490.

    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 247,759 shares
    Change vs previous 13F +31,403 shares

    0.02% of the 13F portfolio, value $39,452,761.

    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 216,356 shares
    Change vs previous 13F +28,770 shares

    0.02% of the 13F portfolio, value $33,561,140.

    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 187,586 shares
    Change vs previous 13F +26,829 shares

    0.02% of the 13F portfolio, value $28,627,749.

    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 160,757 shares
    Change vs previous 13F +28,226 shares

    0.02% of the 13F portfolio, value $23,600,188.

    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 132,531 shares
    Change vs previous 13F +60,941 shares

    0.02% of the 13F portfolio, value $17,250,433.

    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 71,590 shares
    Change vs previous 13F +42,045 shares

    0.01% of the 13F portfolio, value $9,432,646.

    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 29,545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,985,818.

    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).