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JONES FINANCIAL COMPANIES LLLP: SCHV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 155,143 SCHV 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 155,143 shares
    Change vs previous 13F +30,155 shares

    <0.01% of the 13F portfolio, value $5,346,220.

    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 124,988 shares
    Change vs previous 13F +28,020 shares

    <0.01% of the 13F portfolio, value $3,753,383.

    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 96,968 shares
    Change vs previous 13F +14,325 shares

    <0.01% of the 13F portfolio, value $2,871,208.

    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 82,643 shares
    Change vs previous 13F +24,762 shares

    <0.01% of the 13F portfolio, value $2,398,312.

    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 57,881 shares
    Change vs previous 13F +32,529 shares

    <0.01% of the 13F portfolio, value $1,594,056.

    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 25,352 shares
    Change vs previous 13F +16,346 shares

    <0.01% of the 13F portfolio, value $667,269.

    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 9,006 shares
    Change vs previous 13F +8,442 shares

    <0.01% of the 13F portfolio, value $234,785.

    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 564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,157.

    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).