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JONES FINANCIAL COMPANIES LLLP: DVY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 96,092 DVY 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 96,092 shares
    Change vs previous 13F +42,938 shares

    0.01% of the 13F portfolio, value $15,197,405.

    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 53,154 shares
    Change vs previous 13F +11,990 shares

    <0.01% of the 13F portfolio, value $7,947,020.

    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 41,164 shares
    Change vs previous 13F +6,090 shares

    <0.01% of the 13F portfolio, value $5,809,909.

    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 35,074 shares
    Change vs previous 13F +7,271 shares

    <0.01% of the 13F portfolio, value $4,958,486.

    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 27,803 shares
    Change vs previous 13F +8,314 shares

    <0.01% of the 13F portfolio, value $3,674,079.

    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 19,489 shares
    Change vs previous 13F +6,840 shares

    <0.01% of the 13F portfolio, value $2,587,015.

    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 12,649 shares
    Change vs previous 13F +3,889 shares

    <0.01% of the 13F portfolio, value $1,660,723.

    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 8,760 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,180,400.

    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).