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Disclosery

JONES FINANCIAL COMPANIES LLLP: XMHQ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,083,543 XMHQ 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 1,083,543 shares
    Change vs previous 13F +106,587 shares

    0.05% of the 13F portfolio, value $120,869,252.

    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 976,956 shares
    Change vs previous 13F +164,477 shares

    0.05% of the 13F portfolio, value $98,311,097.

    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 812,479 shares
    Change vs previous 13F +105,958 shares

    0.05% of the 13F portfolio, value $83,214,107.

    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 706,521 shares
    Change vs previous 13F +102,731 shares

    0.05% of the 13F portfolio, value $74,248,239.

    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 603,790 shares
    Change vs previous 13F +72,407 shares

    0.05% of the 13F portfolio, value $59,437,037.

    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 531,383 shares
    Change vs previous 13F +144,740 shares

    0.04% of the 13F portfolio, value $48,632,207.

    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 386,643 shares
    Change vs previous 13F +172,184 shares

    0.04% of the 13F portfolio, value $38,072,699.

    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 214,459 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $21,960,548.

    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).