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JONES FINANCIAL COMPANIES LLLP: FVAL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 136,513 FVAL 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 136,513 shares
    Change vs previous 13F +25,730 shares

    <0.01% of the 13F portfolio, value $10,592,052.

    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 110,783 shares
    Change vs previous 13F +40,927 shares

    <0.01% of the 13F portfolio, value $7,478,988.

    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 69,856 shares
    Change vs previous 13F +35,390 shares

    <0.01% of the 13F portfolio, value $5,048,501.

    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 34,466 shares
    Change vs previous 13F +8,331 shares

    <0.01% of the 13F portfolio, value $2,367,436.

    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 26,135 shares
    Change vs previous 13F +9,088 shares

    <0.01% of the 13F portfolio, value $1,662,191.

    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 17,047 shares
    Change vs previous 13F +8,293 shares

    <0.01% of the 13F portfolio, value $1,009,494.

    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 8,754 shares
    Change vs previous 13F +3,835 shares

    <0.01% of the 13F portfolio, value $538,554.

    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 4,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,976.

    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).