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JONES FINANCIAL COMPANIES LLLP: VBK position timeline

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

JONES FINANCIAL COMPANIES LLLP held 638,366 VBK 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 638,366 shares
    Change vs previous 13F +21,303 shares

    0.09% of the 13F portfolio, value $228,317,891.

    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 617,063 shares
    Change vs previous 13F +101,866 shares

    0.09% of the 13F portfolio, value $182,026,378.

    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 515,197 shares
    Change vs previous 13F -47,174 shares

    0.09% of the 13F portfolio, value $155,646,142.

    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 562,371 shares
    Change vs previous 13F -126,514 shares

    0.11% of the 13F portfolio, value $167,688,776.

    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 688,885 shares
    Change vs previous 13F +42,379 shares

    0.14% of the 13F portfolio, value $190,228,660.

    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 646,506 shares
    Change vs previous 13F -1,265,872 shares

    0.15% of the 13F portfolio, value $163,536,668.

    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 1,912,378 shares
    Change vs previous 13F -42,411 shares

    0.51% of the 13F portfolio, value $535,580,460.

    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 1,954,789 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $523,197,169.

    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).