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JONES FINANCIAL COMPANIES LLLP: DIVI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 318,793 DIVI 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 318,793 shares
    Change vs previous 13F +40,951 shares

    0.01% of the 13F portfolio, value $13,472,189.

    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 277,842 shares
    Change vs previous 13F +71,603 shares

    0.01% of the 13F portfolio, value $10,713,577.

    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 206,239 shares
    Change vs previous 13F +49,436 shares

    <0.01% of the 13F portfolio, value $8,020,617.

    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 156,803 shares
    Change vs previous 13F +36,730 shares

    <0.01% of the 13F portfolio, value $5,812,697.

    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 120,073 shares
    Change vs previous 13F +43,918 shares

    <0.01% of the 13F portfolio, value $4,276,982.

    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 76,155 shares
    Change vs previous 13F +37,714 shares

    <0.01% of the 13F portfolio, value $2,500,944.

    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 38,441 shares
    Change vs previous 13F +32,514 shares

    <0.01% of the 13F portfolio, value $1,153,614.

    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 5,927 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,903.

    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).