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Disclosery

JONES FINANCIAL COMPANIES LLLP: ACVU position timeline

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

JONES FINANCIAL COMPANIES LLLP held 366,449 ACVU 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 366,449 shares
    Change vs previous 13F -10,518 shares

    <0.01% of the 13F portfolio, value $11,399,481.

    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 376,967 shares
    Change vs previous 13F +79,512 shares

    <0.01% of the 13F portfolio, value $10,097,068.

    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 297,455 shares
    Change vs previous 13F +134,596 shares

    <0.01% of the 13F portfolio, value $8,151,758.

    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 162,859 shares
    Change vs previous 13F +61,655 shares

    <0.01% of the 13F portfolio, value $4,288,886.

    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 101,204 shares
    Change vs previous 13F +54,101 shares

    <0.01% of the 13F portfolio, value $2,582,627.

    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 47,103 shares
    Change vs previous 13F +6,390 shares

    <0.01% of the 13F portfolio, value $1,173,383.

    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 40,713 shares
    Change vs previous 13F +28,071 shares

    <0.01% of the 13F portfolio, value $993,191.

    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 12,642 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $330,272.

    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).