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JONES FINANCIAL COMPANIES LLLP: XLRE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 115,978 XLRE 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 115,978 shares
    Change vs previous 13F +30,761 shares

    <0.01% of the 13F portfolio, value $5,246,861.

    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 85,217 shares
    Change vs previous 13F +9,825 shares

    <0.01% of the 13F portfolio, value $3,409,517.

    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 75,392 shares
    Change vs previous 13F +8,836 shares

    <0.01% of the 13F portfolio, value $3,042,074.

    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 66,556 shares
    Change vs previous 13F +9,278 shares

    <0.01% of the 13F portfolio, value $2,787,349.

    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 57,278 shares
    Change vs previous 13F +12,808 shares

    <0.01% of the 13F portfolio, value $2,355,288.

    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 44,470 shares
    Change vs previous 13F +18,948 shares

    <0.01% of the 13F portfolio, value $1,841,505.

    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 25,522 shares
    Change vs previous 13F +8,416 shares

    <0.01% of the 13F portfolio, value $1,037,966.

    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 17,106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $757,644.

    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).