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Disclosery

JONES FINANCIAL COMPANIES LLLP: BIV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,393,708 BIV 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 3,393,708 shares
    Change vs previous 13F +284,527 shares

    0.1% of the 13F portfolio, value $261,244,030.

    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 3,109,181 shares
    Change vs previous 13F +648,675 shares

    0.11% of the 13F portfolio, value $238,003,408.

    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 2,460,506 shares
    Change vs previous 13F +340,685 shares

    0.12% of the 13F portfolio, value $191,624,164.

    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 2,119,821 shares
    Change vs previous 13F +258,483 shares

    0.11% of the 13F portfolio, value $165,221,740.

    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 1,861,338 shares
    Change vs previous 13F +202,358 shares

    0.11% of the 13F portfolio, value $143,529,121.

    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 1,658,980 shares
    Change vs previous 13F +150,161 shares

    0.11% of the 13F portfolio, value $126,787,800.

    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 1,508,819 shares
    Change vs previous 13F +112,638 shares

    0.11% of the 13F portfolio, value $112,754,069.

    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 1,396,181 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $109,649,146.

    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).