Position in M
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,222
+$106,083 QoQ
Shares Held
10,795
+31.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 484 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,796,180 across 3 Department Stores names. M ranks #2 (14.2% of the industry book) .
All Filings in M
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,222 | 10,795 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $148,139 | 8,189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,705 | 9,193 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $114,070 | 6,362 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $43,211 | 3,706 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,530 | 2,590 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $36,382 | 2,149 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,514 | 1,180 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,899 | 151 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $1,755 | 85 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $16,190 | 1,000 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||