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JONES FINANCIAL COMPANIES LLLP: IWV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 117,905 IWV 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 117,905 shares
    Change vs previous 13F +2,614 shares

    0.02% of the 13F portfolio, value $49,202,712.

    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 115,291 shares
    Change vs previous 13F +11,778 shares

    0.02% of the 13F portfolio, value $41,699,629.

    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 103,513 shares
    Change vs previous 13F +2,819 shares

    0.02% of the 13F portfolio, value $40,044,171.

    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 100,694 shares
    Change vs previous 13F +4,123 shares

    0.03% of the 13F portfolio, value $37,943,551.

    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 96,571 shares
    Change vs previous 13F +11,477 shares

    0.03% of the 13F portfolio, value $33,725,293.

    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 85,094 shares
    Change vs previous 13F -27,669 shares

    0.02% of the 13F portfolio, value $26,890,863.

    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 112,763 shares
    Change vs previous 13F +4,699 shares

    0.04% of the 13F portfolio, value $37,690,995.

    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 108,064 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $35,187,251.

    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).