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Disclosery

JONES FINANCIAL COMPANIES LLLP: XMMO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 835,694 XMMO 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 835,694 shares
    Change vs previous 13F +275,266 shares

    0.06% of the 13F portfolio, value $139,619,417.

    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 560,428 shares
    Change vs previous 13F +142,235 shares

    0.04% of the 13F portfolio, value $80,292,524.

    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 418,193 shares
    Change vs previous 13F +60,493 shares

    0.04% of the 13F portfolio, value $57,902,941.

    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 357,700 shares
    Change vs previous 13F +96,163 shares

    0.03% of the 13F portfolio, value $48,153,499.

    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 261,537 shares
    Change vs previous 13F +57,300 shares

    0.03% of the 13F portfolio, value $33,610,109.

    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 204,237 shares
    Change vs previous 13F +71,599 shares

    0.02% of the 13F portfolio, value $23,103,305.

    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 132,638 shares
    Change vs previous 13F +62,954 shares

    0.02% of the 13F portfolio, value $16,384,794.

    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 69,684 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,354,442.

    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).