Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: XLK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 682,647 XLK 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 682,647 shares
    Change vs previous 13F +106,045 shares

    0.05% of the 13F portfolio, value $124,302,317.

    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 576,602 shares
    Change vs previous 13F +62,576 shares

    0.04% of the 13F portfolio, value $75,040,306.

    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 514,026 shares
    Change vs previous 13F +282,648 shares

    0.05% of the 13F portfolio, value $74,004,276.

    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 231,378 shares
    Change vs previous 13F +40,880 shares

    0.04% of the 13F portfolio, value $64,585,606.

    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 190,498 shares
    Change vs previous 13F +42,262 shares

    0.04% of the 13F portfolio, value $47,827,224.

    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 148,236 shares
    Change vs previous 13F +47,423 shares

    0.03% of the 13F portfolio, value $30,594,552.

    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 100,813 shares
    Change vs previous 13F +33,007 shares

    0.02% of the 13F portfolio, value $23,440,977.

    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 67,806 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,275,271.

    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).