Skip to content
Disclosery

JONES FINANCIAL COMPANIES LLLP: SPLV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 309,928 SPLV 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 309,928 shares
    Change vs previous 13F -17,587 shares

    0.01% of the 13F portfolio, value $23,479,987.

    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 327,515 shares
    Change vs previous 13F +38,464 shares

    0.01% of the 13F portfolio, value $23,636,951.

    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 289,051 shares
    Change vs previous 13F +2,472 shares

    0.01% of the 13F portfolio, value $20,644,008.

    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 286,579 shares
    Change vs previous 13F +37,099 shares

    0.01% of the 13F portfolio, value $20,862,967.

    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 249,480 shares
    Change vs previous 13F +90,164 shares

    0.01% of the 13F portfolio, value $18,019,955.

    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 159,316 shares
    Change vs previous 13F +57,882 shares

    0.01% of the 13F portfolio, value $11,745,786.

    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 101,434 shares
    Change vs previous 13F +34,188 shares

    0.01% of the 13F portfolio, value $7,100,396.

    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 67,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,810,141.

    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).