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Disclosery

JONES FINANCIAL COMPANIES LLLP: XSMO position timeline

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

JONES FINANCIAL COMPANIES LLLP held 525,103 XSMO 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 525,103 shares
    Change vs previous 13F +136,142 shares

    0.02% of the 13F portfolio, value $47,836,890.

    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 388,961 shares
    Change vs previous 13F +94,709 shares

    0.01% of the 13F portfolio, value $29,172,174.

    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 294,252 shares
    Change vs previous 13F +50,589 shares

    0.01% of the 13F portfolio, value $21,190,859.

    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 243,663 shares
    Change vs previous 13F +90,410 shares

    0.01% of the 13F portfolio, value $17,848,320.

    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 153,253 shares
    Change vs previous 13F +52,578 shares

    0.01% of the 13F portfolio, value $10,438,052.

    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 100,675 shares
    Change vs previous 13F +29,639 shares

    0.01% of the 13F portfolio, value $6,128,091.

    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 71,036 shares
    Change vs previous 13F +24,105 shares

    <0.01% of the 13F portfolio, value $4,696,212.

    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 46,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,090,876.

    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).