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JONES FINANCIAL COMPANIES LLLP: DFIV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,479,895 DFIV 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 3,479,895 shares
    Change vs previous 13F +832,291 shares

    0.08% of the 13F portfolio, value $187,502,711.

    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 2,647,604 shares
    Change vs previous 13F +863,679 shares

    0.07% of the 13F portfolio, value $135,665,950.

    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 1,783,925 shares
    Change vs previous 13F +414,104 shares

    0.05% of the 13F portfolio, value $89,017,845.

    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 1,369,821 shares
    Change vs previous 13F +372,397 shares

    0.04% of the 13F portfolio, value $63,229,722.

    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 997,424 shares
    Change vs previous 13F +314,777 shares

    0.03% of the 13F portfolio, value $42,680,996.

    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 682,647 shares
    Change vs previous 13F +260,959 shares

    0.02% of the 13F portfolio, value $27,087,358.

    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 421,688 shares
    Change vs previous 13F +188,193 shares

    0.01% of the 13F portfolio, value $14,961,505.

    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 233,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,924,064.

    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).