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JONES FINANCIAL COMPANIES LLLP: IVV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 19,409,670 IVV 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 19,409,670 shares
    Change vs previous 13F +484,752 shares

    5.67% of the 13F portfolio, value $14,173,018,088.

    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 18,924,918 shares
    Change vs previous 13F +575,630 shares

    5.79% of the 13F portfolio, value $12,055,452,771.

    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 18,349,288 shares
    Change vs previous 13F +1,147,543 shares

    7.66% of the 13F portfolio, value $12,568,165,296.

    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 17,201,745 shares
    Change vs previous 13F +601,254 shares

    7.79% of the 13F portfolio, value $11,437,402,816.

    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 16,600,491 shares
    Change vs previous 13F +2,318,008 shares

    7.77% of the 13F portfolio, value $10,250,244,686.

    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 14,282,483 shares
    Change vs previous 13F +2,230,832 shares

    7.14% of the 13F portfolio, value $7,971,434,494.

    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 12,051,651 shares
    Change vs previous 13F +476,796 shares

    6.74% of the 13F portfolio, value $7,094,565,769.

    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 11,574,855 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $6,644,844,144.

    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).