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JONES FINANCIAL COMPANIES LLLP: LVHI position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,053,081 LVHI 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 2,053,081 shares
    Change vs previous 13F +457,329 shares

    0.03% of the 13F portfolio, value $83,416,665.

    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 1,595,752 shares
    Change vs previous 13F +353,165 shares

    0.03% of the 13F portfolio, value $63,159,861.

    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 1,242,587 shares
    Change vs previous 13F +257,666 shares

    0.03% of the 13F portfolio, value $45,752,048.

    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 984,921 shares
    Change vs previous 13F +194,903 shares

    0.02% of the 13F portfolio, value $34,196,442.

    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 790,018 shares
    Change vs previous 13F +240,892 shares

    0.02% of the 13F portfolio, value $25,786,200.

    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 549,126 shares
    Change vs previous 13F +282,894 shares

    0.02% of the 13F portfolio, value $17,863,054.

    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 266,232 shares
    Change vs previous 13F +124,676 shares

    0.01% of the 13F portfolio, value $8,125,413.

    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 141,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,423,632.

    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).