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JONES FINANCIAL COMPANIES LLLP: DFEV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,878,443 DFEV 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 2,878,443 shares
    Change vs previous 13F +823,241 shares

    0.05% of the 13F portfolio, value $120,578,104.

    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 2,055,202 shares
    Change vs previous 13F +432,344 shares

    0.03% of the 13F portfolio, value $71,767,794.

    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 1,622,858 shares
    Change vs previous 13F +338,425 shares

    0.03% of the 13F portfolio, value $54,755,222.

    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 1,284,433 shares
    Change vs previous 13F +70,176 shares

    0.03% of the 13F portfolio, value $40,575,229.

    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 1,214,257 shares
    Change vs previous 13F +758,884 shares

    0.03% of the 13F portfolio, value $36,221,283.

    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 455,373 shares
    Change vs previous 13F +193,154 shares

    0.01% of the 13F portfolio, value $12,342,879.

    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 262,219 shares
    Change vs previous 13F +222,171 shares

    0.01% of the 13F portfolio, value $6,872,760.

    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 40,048 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,153,382.

    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).