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JONES FINANCIAL COMPANIES LLLP: DIV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 137,411 DIV 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 137,411 shares
    Change vs previous 13F +39,410 shares

    <0.01% of the 13F portfolio, value $2,654,782.

    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 98,001 shares
    Change vs previous 13F +21,401 shares

    <0.01% of the 13F portfolio, value $1,846,829.

    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 76,600 shares
    Change vs previous 13F +23,233 shares

    <0.01% of the 13F portfolio, value $1,326,714.

    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 53,367 shares
    Change vs previous 13F +7,640 shares

    <0.01% of the 13F portfolio, value $944,061.

    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 45,727 shares
    Change vs previous 13F +8,887 shares

    <0.01% of the 13F portfolio, value $803,425.

    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 36,840 shares
    Change vs previous 13F +24,999 shares

    <0.01% of the 13F portfolio, value $690,012.

    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 11,841 shares
    Change vs previous 13F +4,415 shares

    <0.01% of the 13F portfolio, value $213,497.

    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 7,426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,414.

    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).