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Disclosery

JONES FINANCIAL COMPANIES LLLP: EFV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 7,542,634 EFV 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 7,542,634 shares
    Change vs previous 13F +101,027 shares

    0.23% of the 13F portfolio, value $574,159,043.

    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 7,441,607 shares
    Change vs previous 13F +671,437 shares

    0.26% of the 13F portfolio, value $536,130,715.

    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 6,770,170 shares
    Change vs previous 13F -98,877 shares

    0.29% of the 13F portfolio, value $483,474,700.

    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 6,869,047 shares
    Change vs previous 13F -1,555,684 shares

    0.32% of the 13F portfolio, value $463,837,864.

    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 8,424,731 shares
    Change vs previous 13F -1,397,828 shares

    0.41% of the 13F portfolio, value $534,880,636.

    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 9,822,559 shares
    Change vs previous 13F -2,775,752 shares

    0.52% of the 13F portfolio, value $583,843,920.

    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 12,598,311 shares
    Change vs previous 13F -2,051,377 shares

    0.63% of the 13F portfolio, value $661,033,389.

    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 14,649,688 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $847,165,632.

    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).