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Disclosery

JONES FINANCIAL COMPANIES LLLP: SPYV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 2,368,033 SPYV 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 2,368,033 shares
    Change vs previous 13F +890,496 shares

    0.06% of the 13F portfolio, value $143,526,984.

    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 1,477,537 shares
    Change vs previous 13F +516,509 shares

    0.04% of the 13F portfolio, value $82,138,943.

    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 961,028 shares
    Change vs previous 13F +267,388 shares

    0.03% of the 13F portfolio, value $54,595,991.

    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 693,640 shares
    Change vs previous 13F +80,698 shares

    0.03% of the 13F portfolio, value $38,178,862.

    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 612,942 shares
    Change vs previous 13F +313,194 shares

    0.02% of the 13F portfolio, value $31,941,132.

    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 299,748 shares
    Change vs previous 13F +239,844 shares

    0.01% of the 13F portfolio, value $15,177,392.

    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 59,904 shares
    Change vs previous 13F +20,446 shares

    <0.01% of the 13F portfolio, value $3,063,468.

    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 39,458 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,079,022.

    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).