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Disclosery

JONES FINANCIAL COMPANIES LLLP: XSHQ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 66,460 XSHQ 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 66,460 shares
    Change vs previous 13F +23,043 shares

    <0.01% of the 13F portfolio, value $3,182,769.

    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 43,417 shares
    Change vs previous 13F +8,770 shares

    <0.01% of the 13F portfolio, value $1,785,758.

    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 34,647 shares
    Change vs previous 13F +6,583 shares

    <0.01% of the 13F portfolio, value $1,458,410.

    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 28,064 shares
    Change vs previous 13F +9,869 shares

    <0.01% of the 13F portfolio, value $1,220,796.

    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 18,195 shares
    Change vs previous 13F +10,474 shares

    <0.01% of the 13F portfolio, value $743,612.

    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 7,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $297,799.

    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).