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JONES FINANCIAL COMPANIES LLLP: XLU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 639,002 XLU 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 639,002 shares
    Change vs previous 13F +132,073 shares

    0.01% of the 13F portfolio, value $29,521,741.

    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 506,929 shares
    Change vs previous 13F +74,924 shares

    0.01% of the 13F portfolio, value $23,110,974.

    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 432,005 shares
    Change vs previous 13F +242,754 shares

    0.01% of the 13F portfolio, value $18,442,280.

    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 189,251 shares
    Change vs previous 13F +33,929 shares

    0.01% of the 13F portfolio, value $16,428,879.

    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 155,322 shares
    Change vs previous 13F +28,556 shares

    0.01% of the 13F portfolio, value $12,632,335.

    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 126,766 shares
    Change vs previous 13F +48,047 shares

    0.01% of the 13F portfolio, value $9,885,276.

    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 78,719 shares
    Change vs previous 13F +35,084 shares

    0.01% of the 13F portfolio, value $5,958,239.

    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 43,635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,509,128.

    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).