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JONES FINANCIAL COMPANIES LLLP: XLY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 188,037 XLY 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 188,037 shares
    Change vs previous 13F +20,768 shares

    0.01% of the 13F portfolio, value $21,529,138.

    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 167,269 shares
    Change vs previous 13F +26,320 shares

    0.01% of the 13F portfolio, value $17,710,554.

    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 140,949 shares
    Change vs previous 13F +76,729 shares

    0.01% of the 13F portfolio, value $16,830,679.

    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 64,220 shares
    Change vs previous 13F +9,539 shares

    0.01% of the 13F portfolio, value $15,393,837.

    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 54,681 shares
    Change vs previous 13F +14,217 shares

    0.01% of the 13F portfolio, value $11,947,868.

    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 40,464 shares
    Change vs previous 13F +13,270 shares

    0.01% of the 13F portfolio, value $7,974,016.

    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 27,194 shares
    Change vs previous 13F +7,573 shares

    0.01% of the 13F portfolio, value $6,100,948.

    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 19,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,939,172.

    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).