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JONES FINANCIAL COMPANIES LLLP: XT position timeline

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

JONES FINANCIAL COMPANIES LLLP held 81,302 XT 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 81,302 shares
    Change vs previous 13F +7,398 shares

    <0.01% of the 13F portfolio, value $6,504,127.

    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 73,904 shares
    Change vs previous 13F +5,876 shares

    <0.01% of the 13F portfolio, value $4,866,602.

    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 68,028 shares
    Change vs previous 13F +6,362 shares

    <0.01% of the 13F portfolio, value $4,744,296.

    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 61,666 shares
    Change vs previous 13F +5,160 shares

    <0.01% of the 13F portfolio, value $4,370,676.

    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 56,506 shares
    Change vs previous 13F +7,553 shares

    <0.01% of the 13F portfolio, value $3,672,309.

    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 48,953 shares
    Change vs previous 13F +8,507 shares

    <0.01% of the 13F portfolio, value $2,835,843.

    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 40,446 shares
    Change vs previous 13F +7,945 shares

    <0.01% of the 13F portfolio, value $2,413,003.

    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 32,501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,981,238.

    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).