Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: DVAL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 37,866 DVAL 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 37,866 shares
    Change vs previous 13F +33,319 shares

    <0.01% of the 13F portfolio, value $595,556.

    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 4,547 shares
    Change vs previous 13F -921 shares

    <0.01% of the 13F portfolio, value $66,113.

    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 5,468 shares
    Change vs previous 13F +1,607 shares

    <0.01% of the 13F portfolio, value $78,695.

    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 3,861 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $56,081.

    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 3,636 shares
    Change vs previous 13F -4,273 shares

    <0.01% of the 13F portfolio, value $51,231.

    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 7,909 shares
    Change vs previous 13F +3,937 shares

    <0.01% of the 13F portfolio, value $105,909.

    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 3,972 shares
    Change vs previous 13F +3,022 shares

    <0.01% of the 13F portfolio, value $53,622.

    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 950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,462.

    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).