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JONES FINANCIAL COMPANIES LLLP: AVLV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 140,975 AVLV 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 140,975 shares
    Change vs previous 13F +47,983 shares

    0.01% of the 13F portfolio, value $12,813,215.

    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 92,992 shares
    Change vs previous 13F +11,949 shares

    <0.01% of the 13F portfolio, value $7,389,108.

    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 81,043 shares
    Change vs previous 13F +13,666 shares

    <0.01% of the 13F portfolio, value $6,140,605.

    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 67,377 shares
    Change vs previous 13F +17,056 shares

    <0.01% of the 13F portfolio, value $4,872,025.

    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 50,321 shares
    Change vs previous 13F +8,460 shares

    <0.01% of the 13F portfolio, value $3,426,874.

    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 41,861 shares
    Change vs previous 13F +6,738 shares

    <0.01% of the 13F portfolio, value $2,707,558.

    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 35,123 shares
    Change vs previous 13F -661 shares

    <0.01% of the 13F portfolio, value $2,345,189.

    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 35,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,349,560.

    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).