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JONES FINANCIAL COMPANIES LLLP: CVI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 80,421 CVI 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 80,421 shares
    Change vs previous 13F +14,402 shares

    <0.01% of the 13F portfolio, value $2,179,415.

    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 66,019 shares
    Change vs previous 13F +45,408 shares

    <0.01% of the 13F portfolio, value $2,299,435.

    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 20,611 shares
    Change vs previous 13F +4,447 shares

    <0.01% of the 13F portfolio, value $524,352.

    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 16,164 shares
    Change vs previous 13F -1,064 shares

    <0.01% of the 13F portfolio, value $586,906.

    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 17,228 shares
    Change vs previous 13F +2,106 shares

    <0.01% of the 13F portfolio, value $468,433.

    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 15,122 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $299,709.

    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 15,147 shares
    Change vs previous 13F +4,547 shares

    <0.01% of the 13F portfolio, value $283,846.

    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 10,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,400.

    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).