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Disclosery

JONES FINANCIAL COMPANIES LLLP: SDVY position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,839,434 SDVY 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 1,839,434 shares
    Change vs previous 13F +333,908 shares

    0.03% of the 13F portfolio, value $79,242,790.

    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 1,505,526 shares
    Change vs previous 13F +396,268 shares

    0.03% of the 13F portfolio, value $58,278,916.

    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 1,109,258 shares
    Change vs previous 13F +255,080 shares

    0.03% of the 13F portfolio, value $42,506,748.

    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 854,178 shares
    Change vs previous 13F +186,276 shares

    0.02% of the 13F portfolio, value $32,593,705.

    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 667,902 shares
    Change vs previous 13F +192,717 shares

    0.02% of the 13F portfolio, value $23,583,609.

    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 475,185 shares
    Change vs previous 13F +225,949 shares

    0.01% of the 13F portfolio, value $15,866,427.

    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 249,236 shares
    Change vs previous 13F +168,064 shares

    0.01% of the 13F portfolio, value $8,935,094.

    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 81,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,942,485.

    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).