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JONES FINANCIAL COMPANIES LLLP: XLP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 179,687 XLP 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 179,687 shares
    Change vs previous 13F +26,979 shares

    0.01% of the 13F portfolio, value $15,219,281.

    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 152,708 shares
    Change vs previous 13F +19,898 shares

    0.01% of the 13F portfolio, value $12,488,663.

    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 132,810 shares
    Change vs previous 13F +8,408 shares

    0.01% of the 13F portfolio, value $10,316,703.

    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 124,402 shares
    Change vs previous 13F +4,807 shares

    0.01% of the 13F portfolio, value $9,698,910.

    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 119,595 shares
    Change vs previous 13F +23,171 shares

    0.01% of the 13F portfolio, value $9,634,396.

    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 96,424 shares
    Change vs previous 13F +34,048 shares

    0.01% of the 13F portfolio, value $7,756,884.

    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 62,376 shares
    Change vs previous 13F +19,862 shares

    <0.01% of the 13F portfolio, value $4,903,379.

    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 42,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,529,402.

    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).