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Disclosery

JONES FINANCIAL COMPANIES LLLP: DFSV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 265,203 DFSV 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 265,203 shares
    Change vs previous 13F +62,994 shares

    <0.01% of the 13F portfolio, value $10,313,542.

    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 202,209 shares
    Change vs previous 13F +44,924 shares

    <0.01% of the 13F portfolio, value $6,983,262.

    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 157,285 shares
    Change vs previous 13F +29,592 shares

    <0.01% of the 13F portfolio, value $5,173,096.

    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 127,693 shares
    Change vs previous 13F +6,845 shares

    <0.01% of the 13F portfolio, value $4,097,170.

    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 120,848 shares
    Change vs previous 13F +36,386 shares

    <0.01% of the 13F portfolio, value $3,561,316.

    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 84,462 shares
    Change vs previous 13F +24,810 shares

    <0.01% of the 13F portfolio, value $2,375,967.

    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 59,652 shares
    Change vs previous 13F +19,449 shares

    <0.01% of the 13F portfolio, value $1,836,099.

    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 40,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,234,425.

    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).