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JONES FINANCIAL COMPANIES LLLP: FVD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 643,171 FVD 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 643,171 shares
    Change vs previous 13F +47,106 shares

    0.01% of the 13F portfolio, value $31,219,270.

    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 596,065 shares
    Change vs previous 13F +54,546 shares

    0.01% of the 13F portfolio, value $27,634,477.

    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 541,519 shares
    Change vs previous 13F +39,256 shares

    0.02% of the 13F portfolio, value $24,953,171.

    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 502,263 shares
    Change vs previous 13F +73,022 shares

    0.02% of the 13F portfolio, value $23,018,712.

    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 429,241 shares
    Change vs previous 13F +102,314 shares

    0.01% of the 13F portfolio, value $19,071,192.

    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 326,927 shares
    Change vs previous 13F +113,320 shares

    0.01% of the 13F portfolio, value $14,450,553.

    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 213,607 shares
    Change vs previous 13F +104,295 shares

    0.01% of the 13F portfolio, value $9,321,809.

    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 109,312 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,968,220.

    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).