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JONES FINANCIAL COMPANIES LLLP: VBR position timeline

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

JONES FINANCIAL COMPANIES LLLP held 1,035,273 VBR 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 1,035,273 shares
    Change vs previous 13F +50,829 shares

    0.1% of the 13F portfolio, value $251,336,036.

    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 984,444 shares
    Change vs previous 13F +138,935 shares

    0.1% of the 13F portfolio, value $209,882,251.

    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 845,509 shares
    Change vs previous 13F -60,997 shares

    0.11% of the 13F portfolio, value $179,070,366.

    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 906,506 shares
    Change vs previous 13F -156,464 shares

    0.13% of the 13F portfolio, value $189,805,969.

    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 1,062,970 shares
    Change vs previous 13F -248,617 shares

    0.16% of the 13F portfolio, value $208,088,064.

    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 1,311,587 shares
    Change vs previous 13F -1,089,005 shares

    0.22% of the 13F portfolio, value $243,414,400.

    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 2,400,592 shares
    Change vs previous 13F +18,066 shares

    0.45% of the 13F portfolio, value $475,749,320.

    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 2,382,526 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $477,629,294.

    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).