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JONES FINANCIAL COMPANIES LLLP: HDV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 6,282,053 HDV 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 6,282,053 shares
    Change vs previous 13F +5,235,616 shares

    0.07% of the 13F portfolio, value $174,938,045.

    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 1,046,437 shares
    Change vs previous 13F +174,957 shares

    0.07% of the 13F portfolio, value $141,108,504.

    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 871,480 shares
    Change vs previous 13F +129,843 shares

    0.06% of the 13F portfolio, value $105,980,611.

    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 741,637 shares
    Change vs previous 13F +88,017 shares

    0.06% of the 13F portfolio, value $90,673,890.

    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 653,620 shares
    Change vs previous 13F +178,378 shares

    0.06% of the 13F portfolio, value $76,274,496.

    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 475,242 shares
    Change vs previous 13F +127,301 shares

    0.05% of the 13F portfolio, value $56,795,084.

    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 347,941 shares
    Change vs previous 13F +96,316 shares

    0.04% of the 13F portfolio, value $39,059,907.

    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 251,625 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $29,466,885.

    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).