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JONES FINANCIAL COMPANIES LLLP: IVW position timeline

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

JONES FINANCIAL COMPANIES LLLP held 3,194,451 IVW 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 3,194,451 shares
    Change vs previous 13F +204,163 shares

    0.17% of the 13F portfolio, value $423,780,671.

    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 2,990,288 shares
    Change vs previous 13F +140,621 shares

    0.16% of the 13F portfolio, value $327,904,964.

    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 2,849,667 shares
    Change vs previous 13F +37,722 shares

    0.21% of the 13F portfolio, value $351,249,916.

    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 2,811,945 shares
    Change vs previous 13F +52,226 shares

    0.23% of the 13F portfolio, value $336,784,657.

    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 2,759,719 shares
    Change vs previous 13F -1,737,377 shares

    0.23% of the 13F portfolio, value $302,196,577.

    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 4,497,096 shares
    Change vs previous 13F -1,391,148 shares

    0.37% of the 13F portfolio, value $416,221,986.

    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 5,888,244 shares
    Change vs previous 13F -2,443,664 shares

    0.57% of the 13F portfolio, value $597,833,401.

    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 8,331,908 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $793,725,661.

    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).