Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: INVZ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 78,731 INVZ 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 78,731 shares
    Change vs previous 13F -19,046 shares

    <0.01% of the 13F portfolio, value $44,955.

    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 97,777 shares
    Change vs previous 13F +15,129 shares

    <0.01% of the 13F portfolio, value $60,915.

    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 82,648 shares
    Change vs previous 13F +29,585 shares

    <0.01% of the 13F portfolio, value $70,499.

    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 53,063 shares
    Change vs previous 13F +27,830 shares

    <0.01% of the 13F portfolio, value $90,207.

    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 25,233 shares
    Change vs previous 13F +9,331 shares

    <0.01% of the 13F portfolio, value $36,840.

    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 15,902 shares
    Change vs previous 13F +11,372 shares

    <0.01% of the 13F portfolio, value $10,463.

    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 4,530 shares
    Change vs previous 13F +1,118 shares

    <0.01% of the 13F portfolio, value $7,610.

    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 3,412 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,695.

    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).