JONES FINANCIAL COMPANIES LLLP
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 815917
DES PERES, MO
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,230,150
+$73,321 QoQ
Shares Held
12,604
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 122 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,150 | 12,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,156,829 | 13,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,893 | 3,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $284,604 | 3,229 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $219,842 | 2,636 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $110,619 | 1,446 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $78,908 | 1,030 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $68,967 | 874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,322 | 352 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,857 | 352 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||