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JONES FINANCIAL COMPANIES LLLP: EDV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 38,582 EDV 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 38,582 shares
    Change vs previous 13F +9,852 shares

    <0.01% of the 13F portfolio, value $2,549,486.

    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 28,730 shares
    Change vs previous 13F -1,240 shares

    <0.01% of the 13F portfolio, value $1,837,830.

    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 29,970 shares
    Change vs previous 13F +8,218 shares

    <0.01% of the 13F portfolio, value $1,948,368.

    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 21,752 shares
    Change vs previous 13F +2,321 shares

    <0.01% of the 13F portfolio, value $1,478,236.

    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 19,431 shares
    Change vs previous 13F -553 shares

    <0.01% of the 13F portfolio, value $1,286,900.

    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 19,984 shares
    Change vs previous 13F -5,293 shares

    <0.01% of the 13F portfolio, value $1,400,280.

    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 25,277 shares
    Change vs previous 13F +11,403 shares

    <0.01% of the 13F portfolio, value $1,711,768.

    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 13,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,110,792.

    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).