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JONES FINANCIAL COMPANIES LLLP: IDLV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 39,883 IDLV 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 39,883 shares
    Change vs previous 13F +7,273 shares

    <0.01% of the 13F portfolio, value $1,379,144.

    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 32,610 shares
    Change vs previous 13F +3,937 shares

    <0.01% of the 13F portfolio, value $1,103,202.

    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 28,673 shares
    Change vs previous 13F +9,227 shares

    <0.01% of the 13F portfolio, value $972,006.

    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 19,446 shares
    Change vs previous 13F +2,496 shares

    <0.01% of the 13F portfolio, value $649,110.

    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 16,950 shares
    Change vs previous 13F +1,162 shares

    <0.01% of the 13F portfolio, value $557,485.

    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 15,788 shares
    Change vs previous 13F +5,210 shares

    <0.01% of the 13F portfolio, value $478,697.

    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 10,578 shares
    Change vs previous 13F +3,509 shares

    <0.01% of the 13F portfolio, value $294,335.

    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 7,069 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,086.

    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).