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JONES FINANCIAL COMPANIES LLLP: USMV position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,257,338 USMV 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 1,257,338 shares
    Change vs previous 13F +97,840 shares

    0.05% of the 13F portfolio, value $120,693,756.

    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 1,159,498 shares
    Change vs previous 13F +150,723 shares

    0.05% of the 13F portfolio, value $105,659,908.

    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 1,008,775 shares
    Change vs previous 13F +141,987 shares

    0.06% of the 13F portfolio, value $94,986,267.

    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 866,788 shares
    Change vs previous 13F +142,492 shares

    0.06% of the 13F portfolio, value $81,946,134.

    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 724,296 shares
    Change vs previous 13F +188,561 shares

    0.05% of the 13F portfolio, value $67,366,803.

    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 535,735 shares
    Change vs previous 13F +175,467 shares

    0.04% of the 13F portfolio, value $49,684,937.

    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 360,268 shares
    Change vs previous 13F +141,982 shares

    0.03% of the 13F portfolio, value $31,988,217.

    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 218,286 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $19,879,412.

    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).