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JONES FINANCIAL COMPANIES LLLP: LVHD position timeline

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

JONES FINANCIAL COMPANIES LLLP held 114,531 LVHD 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 114,531 shares
    Change vs previous 13F +15,622 shares

    <0.01% of the 13F portfolio, value $5,113,919.

    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 98,909 shares
    Change vs previous 13F +15,386 shares

    <0.01% of the 13F portfolio, value $4,192,770.

    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 83,523 shares
    Change vs previous 13F +14,870 shares

    <0.01% of the 13F portfolio, value $3,330,995.

    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 68,653 shares
    Change vs previous 13F +19,316 shares

    <0.01% of the 13F portfolio, value $2,817,499.

    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 49,337 shares
    Change vs previous 13F +26,393 shares

    <0.01% of the 13F portfolio, value $1,955,214.

    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 22,944 shares
    Change vs previous 13F +14,079 shares

    <0.01% of the 13F portfolio, value $926,713.

    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 8,865 shares
    Change vs previous 13F +3,381 shares

    <0.01% of the 13F portfolio, value $340,061.

    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 5,484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,369.

    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).