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Disclosery

JONES FINANCIAL COMPANIES LLLP: SLYV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 150,501 SLYV 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 150,501 shares
    Change vs previous 13F +17,600 shares

    0.01% of the 13F portfolio, value $16,427,151.

    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 132,901 shares
    Change vs previous 13F +22,755 shares

    0.01% of the 13F portfolio, value $12,367,965.

    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 110,146 shares
    Change vs previous 13F +23,278 shares

    0.01% of the 13F portfolio, value $10,019,987.

    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 86,868 shares
    Change vs previous 13F +9,837 shares

    0.01% of the 13F portfolio, value $7,681,752.

    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 77,031 shares
    Change vs previous 13F +14,471 shares

    <0.01% of the 13F portfolio, value $6,171,741.

    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 62,560 shares
    Change vs previous 13F +17,949 shares

    <0.01% of the 13F portfolio, value $4,886,567.

    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 44,611 shares
    Change vs previous 13F +12,032 shares

    <0.01% of the 13F portfolio, value $3,892,318.

    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 32,579 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,819,356.

    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).