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Disclosery

JONES FINANCIAL COMPANIES LLLP: IDV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 735,821 IDV 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 735,821 shares
    Change vs previous 13F +238,835 shares

    0.01% of the 13F portfolio, value $30,440,971.

    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 496,986 shares
    Change vs previous 13F +224,115 shares

    0.01% of the 13F portfolio, value $20,452,110.

    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 272,871 shares
    Change vs previous 13F +77,285 shares

    0.01% of the 13F portfolio, value $10,764,760.

    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 195,586 shares
    Change vs previous 13F +34,273 shares

    <0.01% of the 13F portfolio, value $7,131,433.

    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 161,313 shares
    Change vs previous 13F +27,333 shares

    <0.01% of the 13F portfolio, value $5,545,948.

    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 133,980 shares
    Change vs previous 13F +28,921 shares

    <0.01% of the 13F portfolio, value $4,180,186.

    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 105,059 shares
    Change vs previous 13F +36,684 shares

    <0.01% of the 13F portfolio, value $2,876,504.

    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 68,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,082,698.

    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).