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JONES FINANCIAL COMPANIES LLLP: PVAL position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,669,830 PVAL 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 1,669,830 shares
    Change vs previous 13F +632,372 shares

    0.03% of the 13F portfolio, value $85,077,815.

    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 1,037,458 shares
    Change vs previous 13F +536,825 shares

    0.02% of the 13F portfolio, value $47,276,936.

    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 500,633 shares
    Change vs previous 13F +297,586 shares

    0.01% of the 13F portfolio, value $22,813,838.

    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 203,047 shares
    Change vs previous 13F +138,447 shares

    0.01% of the 13F portfolio, value $8,631,546.

    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 64,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,592,398.

    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).