Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: IVE position timeline

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

JONES FINANCIAL COMPANIES LLLP held 641,496 IVE 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 641,496 shares
    Change vs previous 13F +55,765 shares

    0.06% of the 13F portfolio, value $145,318,716.

    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 585,731 shares
    Change vs previous 13F +102,117 shares

    0.06% of the 13F portfolio, value $121,629,234.

    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 483,614 shares
    Change vs previous 13F +57,829 shares

    0.06% of the 13F portfolio, value $102,560,032.

    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 425,785 shares
    Change vs previous 13F +46,917 shares

    0.06% of the 13F portfolio, value $87,500,295.

    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 378,868 shares
    Change vs previous 13F +59,750 shares

    0.06% of the 13F portfolio, value $73,647,747.

    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 319,118 shares
    Change vs previous 13F +54,607 shares

    0.05% of the 13F portfolio, value $60,269,651.

    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 264,511 shares
    Change vs previous 13F +64,420 shares

    0.05% of the 13F portfolio, value $50,489,917.

    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 200,091 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $39,326,745.

    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).