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JONES FINANCIAL COMPANIES LLLP: IVZ position timeline

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

JONES FINANCIAL COMPANIES LLLP held 193,703 IVZ 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 193,703 shares
    Change vs previous 13F +12,619 shares

    <0.01% of the 13F portfolio, value $5,067,457.

    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 181,084 shares
    Change vs previous 13F +20,445 shares

    <0.01% of the 13F portfolio, value $4,201,213.

    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 160,639 shares
    Change vs previous 13F +15,663 shares

    <0.01% of the 13F portfolio, value $4,219,993.

    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 144,976 shares
    Change vs previous 13F +26,195 shares

    <0.01% of the 13F portfolio, value $3,294,063.

    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 118,781 shares
    Change vs previous 13F +33,207 shares

    <0.01% of the 13F portfolio, value $1,864,933.

    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 85,574 shares
    Change vs previous 13F +20,324 shares

    <0.01% of the 13F portfolio, value $1,299,856.

    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 65,250 shares
    Change vs previous 13F +20,345 shares

    <0.01% of the 13F portfolio, value $1,140,573.

    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 44,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $792,048.

    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).