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Disclosery

JONES FINANCIAL COMPANIES LLLP: TDVG position timeline

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

JONES FINANCIAL COMPANIES LLLP held 570,408 TDVG 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 570,408 shares
    Change vs previous 13F +88,990 shares

    0.01% of the 13F portfolio, value $27,641,973.

    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 481,418 shares
    Change vs previous 13F +87,442 shares

    0.01% of the 13F portfolio, value $21,052,422.

    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 393,976 shares
    Change vs previous 13F +59,389 shares

    0.01% of the 13F portfolio, value $17,717,091.

    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 334,587 shares
    Change vs previous 13F +60,083 shares

    0.01% of the 13F portfolio, value $14,624,802.

    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 274,504 shares
    Change vs previous 13F +73,967 shares

    0.01% of the 13F portfolio, value $11,562,121.

    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 200,537 shares
    Change vs previous 13F +62,541 shares

    0.01% of the 13F portfolio, value $8,015,469.

    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 137,996 shares
    Change vs previous 13F +67,859 shares

    0.01% of the 13F portfolio, value $5,463,276.

    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 70,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,860,188.

    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).