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JONES FINANCIAL COMPANIES LLLP: MDIV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 122,308 MDIV 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 122,308 shares
    Change vs previous 13F +40,051 shares

    <0.01% of the 13F portfolio, value $2,022,356.

    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 82,257 shares
    Change vs previous 13F +17,685 shares

    <0.01% of the 13F portfolio, value $1,320,141.

    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 64,572 shares
    Change vs previous 13F -2,053 shares

    <0.01% of the 13F portfolio, value $1,015,069.

    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 66,625 shares
    Change vs previous 13F +9,142 shares

    <0.01% of the 13F portfolio, value $1,070,329.

    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 57,483 shares
    Change vs previous 13F +5,727 shares

    <0.01% of the 13F portfolio, value $906,157.

    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 51,756 shares
    Change vs previous 13F +13,527 shares

    <0.01% of the 13F portfolio, value $844,138.

    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 38,229 shares
    Change vs previous 13F +11,231 shares

    <0.01% of the 13F portfolio, value $617,401.

    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 26,998 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,088.

    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).