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Disclosery

JONES FINANCIAL COMPANIES LLLP: SDIV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 141,051 SDIV 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 141,051 shares
    Change vs previous 13F +24,961 shares

    <0.01% of the 13F portfolio, value $3,441,653.

    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 116,090 shares
    Change vs previous 13F +30,716 shares

    <0.01% of the 13F portfolio, value $2,840,720.

    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 85,374 shares
    Change vs previous 13F +16,409 shares

    <0.01% of the 13F portfolio, value $2,051,539.

    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 68,965 shares
    Change vs previous 13F +33,072 shares

    <0.01% of the 13F portfolio, value $1,643,440.

    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 35,893 shares
    Change vs previous 13F +12,927 shares

    <0.01% of the 13F portfolio, value $803,288.

    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 22,966 shares
    Change vs previous 13F +12,277 shares

    <0.01% of the 13F portfolio, value $483,432.

    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 10,689 shares
    Change vs previous 13F +4,041 shares

    <0.01% of the 13F portfolio, value $220,410.

    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 6,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $156,300.

    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).