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JONES FINANCIAL COMPANIES LLLP: IMVP position timeline

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

JONES FINANCIAL COMPANIES LLLP held 20,912 IMVP 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 20,912 shares
    Change vs previous 13F -10,236 shares

    <0.01% of the 13F portfolio, value $419,278.

    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 31,148 shares
    Change vs previous 13F +6,954 shares

    <0.01% of the 13F portfolio, value $625,142.

    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 24,194 shares
    Change vs previous 13F -2,762 shares

    <0.01% of the 13F portfolio, value $588,167.

    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 26,956 shares
    Change vs previous 13F -791 shares

    <0.01% of the 13F portfolio, value $678,455.

    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 27,747 shares
    Change vs previous 13F +10,739 shares

    <0.01% of the 13F portfolio, value $751,944.

    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 17,008 shares
    Change vs previous 13F +2,870 shares

    <0.01% of the 13F portfolio, value $424,009.

    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 14,138 shares
    Change vs previous 13F +5,579 shares

    <0.01% of the 13F portfolio, value $364,336.

    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 8,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,697.

    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).