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Disclosery

JONES FINANCIAL COMPANIES LLLP: XSORX position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,766 XSORX 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 2,766 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $124,216.

    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 2,766 shares
    Change vs previous 13F -168 shares

    <0.01% of the 13F portfolio, value $123,109.

    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 2,934 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $134,282.

    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 2,680 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $119,876.

    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 2,480 shares
    Change vs previous 13F +903 shares

    <0.01% of the 13F portfolio, value $107,056.

    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 1,577 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,535.

    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).