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JONES FINANCIAL COMPANIES LLLP: SHV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 86,351 SHV 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 86,351 shares
    Change vs previous 13F +26,165 shares

    <0.01% of the 13F portfolio, value $9,527,139.

    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 60,186 shares
    Change vs previous 13F +8,539 shares

    <0.01% of the 13F portfolio, value $6,642,164.

    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 51,647 shares
    Change vs previous 13F -5,556 shares

    <0.01% of the 13F portfolio, value $5,688,914.

    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 57,203 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $6,319,269.

    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 56,531 shares
    Change vs previous 13F +11,686 shares

    <0.01% of the 13F portfolio, value $6,241,822.

    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 44,845 shares
    Change vs previous 13F +24,772 shares

    <0.01% of the 13F portfolio, value $4,953,155.

    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 20,073 shares
    Change vs previous 13F +6,164 shares

    <0.01% of the 13F portfolio, value $2,210,266.

    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 13,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,538,700.

    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).