Position in BTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$133,911
-$150,875 QoQ
Shares Held
5,792
-33.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 325 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $592,674 across 5 Thermal Coal names. BTU ranks #3 (22.6% of the industry book) .
All Filings in BTU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,911 | 5,792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $284,786 | 8,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,799 | 7,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $70,198 | 2,647 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,623 | 270 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,723 | 201 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $10,805 | 516 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,813 | 106 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||